Embree Financial Group is an SEC registered investment adviser with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 13, 2026, reports $2.6B in regulatory assets under management, 19 employees, 6 offices, and 2,378 accounts.
Assets Under Management
$2.6B
Employees
19
Offices
6 offices
Total Clients
936
Primary office
CHICAGO, IL
440 N WELLS ST, SUITE 530, CHICAGO, IL, United States
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
472
2
HNWI
38.8%
363
3
Pension Plans
9.4%
88
4
Corporations
1.3%
12
5
INVESTMENT CLUB
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of February 13, 2026
Discretionary99.7%
$2.6B
100% of total RAUM99.7%
Non-discretionary0.3%
$8M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts2,378
10Y AUM Change+$1.8B (+220.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee49:1
10Y Employee Change+13 (+216.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.