DUBLIN, OHCRD 171488Registration Status: ApprovedEffective since July 17, 2026Latest ADV July 30, 2026
Egsi Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Dublin, OH. Its latest Form ADV filing, dated July 30, 2026, reports $145M in regulatory assets under management, 4 employees, and 798 accounts.
Assets Under Management
$145M
Employees
4
Offices
--
Total Clients
278
Primary office
DUBLIN, OH
5100 PARKCENTER AVE, SUITE 120, DUBLIN, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
230
2
Pension Plans
10.4%
29
3
HNWI
5.8%
16
4
Charitable
0.7%
2
5
Government
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of July 30, 2026
Discretionary70.6%
$102M
71% of total RAUM70.6%
Non-discretionary29.4%
$43M
29% of total RAUM29.4%
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$145M
Total Accounts798
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee70:1
10Y Employee Change+2 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.