E & G Advisors, LP is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated January 13, 2026, reports $707M in regulatory assets under management, 4 employees, and 826 accounts.
Assets Under Management
$707M
Employees
4
Offices
--
Total Clients
370
Primary office
HOUSTON, TX
2000 WEST LOOP SOUTH, SUITE 2011, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.7% of total clients.
Top client categories% of clientsClients
1
Individuals
49.7%
184
2
HNWI
45.4%
168
3
Charitable
2.4%
9
4
Corporations
2.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$707Mas of January 13, 2026
Discretionary100.0%
$707M
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$707M
Total Accounts826
10Y AUM Change+$470M (+197.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee93:1
10Y Employee Change+1 (+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.