Wayne Lilly
Financial advisor at Symphony Financial, Ltd. Co. · Houston, TX
Last updated 2026-10-10
Claim your profileWayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, CRD 7734306. IAPD registration began 2023-05-01.
Registration
- CRD number
- 7734306
- Registration status
- Active
- IAPD registration
- 2023-05-01
- Industry Experience
- 3 years
- Work Experience
- 27 years
- States registered
- TX
Licenses and exams
No state licenses or exam codes are listed on the registration.
Work history
- 1998-11 to Present · United Airlines · Chicago, IL
- 2011-06 to Present · The Lilly Group LLC · Spring, TX
- 2023-05 to Present · Symphony Financial, Ltd. Co. · Houston, TX
Current employment
- Symphony Financial, Ltd. Co. · Houston, TX
Symphony Financial, Ltd. Co.
- Regulatory AUM
- $1,354,847,217
- Registered advisors
- 46
- Offices
- 13
- Clients per advisor
- 62.0 (Moderate)
- Average AUM per client
- $475.4K (Low)
- High-net-worth client ratio
- 29.3% (Moderate)
Symphony Financial, Ltd. Co.: advisors, services and reported ETF investments
About
Wayne Lilly is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX. The latest record indicates 3 years of industry experience and 27 years of reported work history.
Symphony Financial, Ltd. Co.'s firm-level Form ADV reports 46 advisors across 13 offices; approximately 62.0 clients per advisor, average assets per client of $475,385, and regulatory AUM of $1.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $476.1M across 131 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Wayne Lilly personally.
Reported ETF positions
Symphony Financial reports 131 ETF positions worth $476.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPTM — State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $44.6M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $33M |
| AVDE — Avantis International Equity ETF | $29.9M |
| SPY — SPDR S&P 500 ETF TRUST | $22.5M |
| PULS — PGIM Ultra Short Bond ETF | $21.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Symphony Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $277.9K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $277.9K | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $623.9K | Top 98.9% | Residual alpha +1.59% · Residual Sharpe 0.32 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $10.9M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Symphony Financial, Ltd. Co. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
17725 John F Kennedy Blvd., Houston, TX 77032
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 281-272-6800
- Website: dogwoodca.com
- Youtube
Official record
Are you Wayne Lilly?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.