A
Asymmetric Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$600,000
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage 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
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)
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
Asymmetric Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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