Eks Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 25, 2026, reports $324M in regulatory assets under management, 3 employees, 1 office, and 267 accounts.
Assets Under Management
$324M
Employees
3
Offices
1 office
Total Clients
48
Primary office
PRINCETON, NJ
601 EWING STREET, SUITE A-7, PRINCETON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$324Mas of March 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$324M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$324M
Total Accounts267
10Y AUM Change+$177M (+119.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee16:1
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.