Data / Investment advisers / Ohio / Egi Financial, Inc.
Egi Financial, Inc., Akron, OH: $349 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Egi Financial, Inc. is an SEC registered investment adviser with its main office in Akron, Ohio and reports $349 million in regulatory assets under management in its Form ADV filed February 13, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Egi Financial, Inc. (CRD number 120607): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 120607
- SEC file number
- 801-112725
- SEC status
- Approved, effective March 29, 2018
- Main office
- 50 South Main Street Suite 1210, Akron, OH 44308
- Phone
- (330) 374-1932
- Website
- egifinancial.com
- Regulatory AUM
- $348,658,870 in the Form ADV filed February 13, 2026
- Discretionary AUM
- $333,714,404
- Non discretionary AUM
- $14,944,466
- Accounts
- 294
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $192.4 million |
| Individuals (other than high net worth individuals) | 224 | $156.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $348.7 million | February 13, 2026 |
| December 1, 2025 | $299.3 million | March 26, 2025 |
Other advisers in Akron
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC. | Akron | $1.12 billion | Not listed | adviserinfo.sec.gov |
| True Wealth Design, LLC | Akron | $494 million | Not listed | adviserinfo.sec.gov |
| Symphony Financial Services, Inc. | Akron | $428.7 million | Not listed | adviserinfo.sec.gov |
| Warther Private Wealth | Akron | $371.3 million | Not listed | adviserinfo.sec.gov |
| Presper Financial Architects, LLC | Akron | $362.6 million | Not listed | adviserinfo.sec.gov |
| Alpha Asset Management | Akron | $129.1 million | Not listed | adviserinfo.sec.gov |
| Summit Wealth Management LLC | Akron | $120.1 million | Not listed | adviserinfo.sec.gov |
| Oelschlager Investments | Akron | $93.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Akron, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Egi Financial, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.