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| Keyboard |
| E & G Advisors LP
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|---|---|
| CRD # | 130550 |
| SEC # | 801-79699 |
| CIK # | 0001598550 |
| AUM | 706.9 M (2026-01-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-880-5819 |
| Address | 2000 West Loop South Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001598550 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 16.7 | ||
| Alphabet Inc | 10.7 | ||
| J P Morgan Chase & Co | 8.6 | ||
| Nvidia Corp | 7.2 | ||
| Apple Inc | 5.7 | ||
| Lam Research Corp | 5.7 | ||
| Amazon Com Inc | 5.4 | ||
| Facebook Inc | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| Goldman Sachs Group Inc | 4.0 | ||
| Broadcom Inc | 3.7 | ||
| Sprott Physical Gold Trust | 3.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 31.1 |
| (b) Individuals (high net worth individuals) | 168 | 627.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 30.7 |
| (n) Other | 0 | 0.0 |
| Total | 826 | 706.9 |
| By Discretionary | ||
| Discretionary | 826 | 706.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 826 | 706.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 706.1 | |
| Total | 826 | 706.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001598550] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arc Advisory LLC
✚
|
CA | 708.3 M |
|
Manske Wealth Management LLC
✚
|
TX | 707.3 M |
|
Duncker Streett & Co LLC
✚
|
MO | 707.3 M |
|
Dodds Wealth LLC
✚
|
CO | 706.2 M |
|
Northcape Wealth Management LLC
✚
|
NY | 706.1 M |
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 705.7 M |
|
Bond & Devick Financial Network Inc
✚
|
MN | 705.5 M |
|
Rempart Asset Management Inc
✚
|
705.2 M | |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 705.1 M |
|
Halter Ferguson Financial Inc
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|
IN | 705.0 M |