RIVERHEAD, NYCRD 110584Latest ADV February 11, 2026
East End Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Riverhead, NY. Its latest Form ADV filing, dated February 11, 2026, reports $689M in regulatory assets under management, 12 employees, 1 office, and 1,014 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.4% of total clients.
Top client categories% of clientsClients
1
Individuals
46.4%
167
2
HNWI
41.9%
151
3
Government
10.3%
37
4
Charitable
1.4%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$689Mas of February 11, 2026
Discretionary99.9%
$688M
100% of total RAUM99.9%
Non-discretionary0.1%
$752K
0% of total RAUM0.1%
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$689M
Total Accounts1,014
10Y AUM Change+$350M (+103.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee30:1
10Y Employee Change+1 (+9.1%)
* 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.