# SYMPHONY FINANCIAL, LTD. CO.

SYMPHONY FINANCIAL, LTD. CO. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 171816
- Type: SEC-registered investment adviser
- SEC file number: 801-79989
- Location: 4295 SAN FELIPE, SUITE 300, HOUSTON, TX, 77027
- Phone: 281-272-6800
- Latest filing: 2026-04-01
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 26
- Accounts: 4,178

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Wallace Carr Burgoyne | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Amber Rene Walker | CHIEF OPERATING OFFICER | — |
| David Alan Moeller | CHIEF INVESTMENT OFFICER | — |
| BURGOYNE WALLACE CARR | PRESIDENT, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WALKER AMBER RENE | CHIEF OPERATING OFFICER | — |
| MOELLER DAVID ALAN | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171816/similar
- Related entities: https://search.stillhousedata.com/firm/171816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.