Egi Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Akron, OH. Its latest Form ADV filing, dated February 13, 2026, reports $349M in regulatory assets under management, 8 employees, 1 office, and 294 accounts.
Assets Under Management
$349M
Employees
8
Offices
1 office
Total Clients
292
Primary office
AKRON, OH
50 SOUTH MAIN STREET, SUITE 1210, AKRON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
224
2
HNWI
23.3%
68
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$349Mas of February 13, 2026
Discretionary95.7%
$334M
96% of total RAUM95.7%
Non-discretionary4.3%
$15M
4% of total RAUM4.3%
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$349M
Total Accounts294
10Y AUM Change+$225M (+181.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee37:1
10Y Employee Change+2 (+33.3%)
* 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.