SYMPHONY FINANCIAL SERVICES, INC.
C49
CRD 125058·SEC 801-63300·AKRON, OH
AUM
$428.7M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $208.9M
'21 · $251.0M
'22 · $339.5M
'23 · $339.5M
'25 · $376.1M
'26 · $428.7M
'20'26
$208.9M → $428.7M▲ +105%
Client mix
| Individuals Other | 520 |
| Individuals High Net Worth | 71 |
| Pension Profit Sharing Plans | 36 |
| Corporations | 7 |
| Charitable Organizations | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 7 advisors
'22 · 9 advisors
'23 · 9 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
8 advisors → 7 advisors▼ -12%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4100 EMBASSY PARKWAYSUITE 100AKRON, OH 44333
Business
4100 EMBASSY PARKWAYSUITE 100AKRON, OH 44333
Edgar Recent Filings
13F-HR2026-05-07 · 0002031979-26-000002
13F-HR2026-02-12 · 0002031979-26-000001