Symphony One Capital Management, Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 329568
· Dallas, TX
· www.symphonyonecapital.com
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ADV data as of Jul 30, 2026
- Regulatory AUM
- $13.0M
- Discretionary
- $13.0M
- Clients
- 8
- Avg AUM / client
- $1.6M
- Accounts
- 8
- Employees
- 4
AUM over time
$10.4M
$13.0M
Mar 17, 2026
Jul 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $2.1M | 16.2% |
| Pooled investment vehicles (non-investment companies) | 2 | $10.9M | 83.8% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Scott Hays | Registered representative | CFA | Mar 2024 (2y) | |
| Vernon Glenn Schoonover | Registered representative | Jun 2025 (1y) | ||
| Khalid Mohammed Al Abid | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.37 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗