Echelon Group is an SEC registered investment adviser organized as a corporation with a primary office location in Boise, ID. Its latest Form ADV filing, dated April 30, 2026, reports $265M in regulatory assets under management, 5 employees, and 247 accounts.
Assets Under Management
$265M
Employees
5
Offices
--
Total Clients
115
Primary office
BOISE, ID
405 WEST MYRTLE STREET, SUITE 100, BOISE, ID, United States
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
71
2
Pension Plans
22.6%
26
3
HNWI
12.2%
14
4
Corporations
2.6%
3
5
Government
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of April 30, 2026
Discretionary65.1%
$173M
65% of total RAUM65.1%
Non-discretionary34.9%
$92M
35% of total RAUM34.9%
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$265M
Total Accounts247
10Y AUM Change+$265M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee23:1
10Y Employee Change-1 (-16.7%)
* 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.