Econologics Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Largo, FL. Its latest Form ADV filing, dated March 24, 2026, reports $183M in regulatory assets under management, 18 employees, and 708 accounts.
Assets Under Management
$183M
Employees
18
Offices
--
Total Clients
344
Primary office
LARGO, FL
2401 WEST BAY DRIVE, SUITE 603, LARGO, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 45.6% of total clients.
Top client categories% of clientsClients
1
HNWI
45.6%
157
2
Individuals
39.0%
134
3
Corporations
9.9%
34
4
Irrevocable Trusts/Estates
4.7%
16
5
Charitable
0.9%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of March 24, 2026
Discretionary100.0%
$183M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$183M
Total Accounts708
10Y AUM Change+$176M (+2284.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee19:1
10Y Employee Change+9 (+100.0%)
* 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.