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| Keyboard |
| EGI Financial Inc
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|---|---|
| CRD # | 120607 |
| SEC # | 801-112725 |
| CIK # | |
| AUM | 348.7 M (2026-02-13) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 330-374-1932 |
| Address | 50 South Main Street Akron, OH 44308-1831 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 156.3 |
| (b) Individuals (high net worth individuals) | 68 | 192.4 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 348.7 |
| By Discretionary | ||
| Discretionary | 285 | 333.7 |
| Non-Discretionary | 9 | 14.9 |
| Total | 294 | 348.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.7 | |
| Total | 294 | 348.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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✚
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|
Roger Wittlin Investment Advisory LLC
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|
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|
Custos Family Office LLC
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|
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|
Long Road Investment Counsel LLC
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|
MI | 346.4 M |
|
GBM Wealth Management Inc
✚
|
TX | 346.4 M |
|
Arcadia Investment Advisors LLC
✚
|
ID | 345.8 M |