Myecfo is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 27, 2026, reports $263M in regulatory assets under management, 6 employees, 1 office, and 187 accounts.
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
152
2
HNWI
16.6%
31
3
Charitable
2.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of February 27, 2026
Discretionary99.8%
$263M
100% of total RAUM99.8%
Non-discretionary0.2%
$642K
0% of total RAUM0.2%
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.
Total AUM$263M
Total Accounts187
10Y AUM Change+$162M (+159.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+2 (+50.0%)
* 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.