# Symphony Financial Services

Symphony Financial Services is an Asset Manager based in Akron, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Akron, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** symphonyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/robertjschaefer

## Regulatory record

- **CRD number:** 125058
- **SEC file number:** 801-63300
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125058

## About

Symphony Financial Services, Inc. is an SEC-registered investment adviser in Akron, Ohio, registered since 2004. The firm manages $429 million in assets, with $345 million on a discretionary basis. It has 7 employees and 7 investment advisers.

## Sectors

- Real Estate
- Private Credit

## People

- George T. Conner — Principal

## Questions

### Who makes investment decisions at Symphony Financial Services?

George T. Conner is the principal and sole named decision-maker. He has operated the firm since its founding in 1993, sourcing and structuring each placement directly. The firm does not employ an investment committee — Conner personally evaluates each deal and determines whether to place it with his investor base.

### How does Symphony Financial Services source its real estate deals?

Symphony relies on a multi-decade network of regional developers and operators in the Southeastern United States. Rather than participating in brokered auctions or broad marketing processes, Conner works through direct relationships to identify acquisition, development, and structured-credit opportunities. This direct-origination model is common among boutique private-placement firms that prioritize access over volume.

### Does George Conner invest his own capital alongside clients?

Symphony operates with a hybrid posture — Conner acts as both a placement agent and a principal investor, aligning his capital with clients on a transaction-by-transaction basis. This co-investment structure is a meaningful governance feature for allocators evaluating small-firm private-placement relationships, even though specific co-investment percentages are not publicly disclosed.

## Related profiles

- [Financial Growth Concepts](https://altss.com/profile/financial-growth-concepts)
- [Cantebury Capital](https://altss.com/profile/cantebury-capital-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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