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Asymmetric Advisors

Updated today

Client assets under management

$600,000

Clients

4

0% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

4

Very Low

Average account size

$150,000

About

Asymmetric Advisors LLC is a state‑registered, fee‑only investment adviser that provides discretionary portfolio management primarily to individuals, trusts, estates and small business entities; the firm reported $600,000 in discretionary assets under management as of June 11, 2025. Engagements are governed by a documented Risk Tolerance Analysis, Investment Proposal and Contract, and accounts are generally managed on a discretionary basis.

The firm offers three principal strategies: a short‑term S&P 500 credit spread option strategy, a proprietary ETF timing and rotation methodology, and a value stock selection approach, with monitoring frequencies that range from daily to quarterly depending on the strategy. Trades are executed through custodial brokerage relationships under limited power of attorney, and advisory fees are billed in arrears and disclosed on custodian statements.

Noteworthy for a single‑advisor, modestly sized practice, the brochure discloses active use of options and discusses structured note risks—indicating the firm employs derivatives in separately managed accounts, which is uncommon among peers. The brochure also documents services to business entities, written referral arrangements, and client‑imposed investment restrictions, suggesting capacity to work with more complex client types and arrangements that are less typical for similarly sized independent advisers.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Passive / index investing

Fee options

Percentage

All Assets - All Assets: 2.00% annually (Option Spread Strategy) All Assets - All Assets: 1.5% annually (Mutual Fund Timing Strategy) All Assets - All Assets: 1.00% annually (Value Stock Strategy)

Other

Account minimum: $25,000 for Value Stock Strategy; $50,000 for Mutual Fund Timing Strategy and Option Spread Strategy; may accept lesser amounts at discretion Fee-only: AA is a fee-only investment management firm; fees are advisory fees based on assets under management and an annual $60 account service and technology/administrative fee.

Main office location

Asymmetric Advisors

16 B Journey Ste 110

Aliso Viejo CA 92656, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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