Asset manager · Miami, FL
Simetria Advisory Group LLC
SEC-registered investment adviser · CRD 288563 · SEC 801-134618
At a glance
Simetria Advisory Group LLC is an SEC-registered investment adviser based in Miami, Florida, with $202 million in regulatory assets under management as of its Form ADV filed September 30, 2026. Its largest client group by assets is corporations or other businesses, and it reports 373 individual clients. By Form ADV it is a asset manager, ranked 2,106th of 3,218 asset managers and 12,189th of 17,210 SEC-registered advisers by assets.
Main office 305-860-0770As filed on Form ADV
- Regulatory AUM
- $202M
- Rank among asset managers
- #2,106 of 3,218
- Rank among all SEC RIAs
- #12,189 of 17,210
- Rank in Florida
- #749 of 1,090
- Individual clients
- 373
- High-net-worth clients
- 20
- Accounts
- 417
- Discretionary
- 97% of AUM
- Employees
- 14
- Advisory staff
- 14
- Offices
- 3
Owners and executives on its Form ADV
- Eraldo De Paola NetoChief Executivve Officer
- Victor L. MecozziChief Compliance Officer
Custody and brokerage
5 custodians
- Interactive Brokers$168M84%
- Safra Securities$13M7%
- Charles Schwab$9M4%
- UBS$8M4%
- Avenue Securities$4M2%
Other RIAs using Interactive BrokersOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Simetria Advisory Group LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Brasil Plural Securities LLC and Luso Partners Sociedade Corretora, S.A..
- Brasil Plural Securities LLC ↗CRD 159384
- Luso Partners Sociedade Corretora, S.A.
Its Form ADV brochure (filed July 2026) names Brasil Plural Securities as the broker-dealer its advisers are registered with.
BPIA and BPS maintain dually associated persons and share facilities as such they are commonly and collectively referred to as “Brasil Plural.” Within the Brasil Plural group of companies, advisory services are offered through BPIA while se
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 44 | $105M | 52% |
| Individuals | 353 | $65M | 32% |
| High-net-worth individuals | 20 | $32M | 16% |
Disciplinary disclosures
Simetria Advisory Group LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Simetria Advisory Group LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 802 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Simetria Advisory Group LLC manage?
Simetria Advisory Group LLC reports $202 million in regulatory assets under management across 417 accounts, 97% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
What kind of firm is Simetria Advisory Group LLC?
Simetria Advisory Group LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Simetria Advisory Group LLC’s clients?
By assets, its largest client types are corporations or other businesses ($105 million, 44 clients); individuals ($65 million, 353 clients); high-net-worth individuals ($32 million, 20 clients).
Does Simetria Advisory Group LLC have any disciplinary history?
Simetria Advisory Group LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Simetria Advisory Group LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →