← Tributary

SIMETRIA ADVISORY GROUP LLC

MIAMI, FL · CRD 288563 · IAPD ↗ · (305) 860-0770

$201.6MRegulatory AUM
14Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — BRASIL PLURAL INVESTMENT ADVISOR LLC is now doing business as SIMETRIA ADVISORY GROUP LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
June 2026 — BRASIL PLURAL INVESTMENT ADVISOR LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2026 — BRASIL PLURAL INVESTMENT ADVISOR LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — BRASIL PLURAL INVESTMENT ADVISOR LLC reported RAUM up 93% ($104.6M -> $201.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — BRASIL PLURAL INVESTMENT ADVISOR LLC (MIAMI, FL) is newly SEC-registered with $104.6M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.