Firm profile

EAB INVESTMENT GROUP, LLC

BALA CYNWYD, PACRD 165865Latest ADV March 5, 2026

Eab Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bala Cynwyd, PA. Its latest Form ADV filing, dated March 5, 2026, reports $506M in regulatory assets under management, 4 employees, and 1 account.

Assets Under Management
$506M
Employees
4
Offices
--
Total Clients
<5
Primary office
BALA CYNWYD, PA
150 MONUMENT ROAD, SUITE 207, BALA CYNWYD, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOWilliam J. Visconto
CIOWilliam J. Visconto

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$506Mas of March 5, 2026
Discretionary100.0%
$506M
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.

Total AUM$506M
Total Accounts1
10Y AUM Change+$467M (+1214.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee0:1
10Y Employee Change0 (0.0%)

* 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.