Econologics Financial Advisors, LLC
● SEC registered since 2014CRD 125738SEC# 801-79018Largo, FL
Reg. AUM
$183.2M
Employees
18
Accounts
708
Location
Largo, FL
Econologics Financial Advisors, LLC assets under management
Econologics Financial Advisors, LLC operates as an SEC-registered investment adviser based in Largo, FL. The firm has been registered since 2014. It reports $183.2 million in regulatory assets under management and employs 18 people.
Econologics Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Nancy Hart Control | Managing Member & Chief Executive Officer | 50-75% | 2007 |
| Eric Steven Miller Control | Managing Member & Senior Financial Advisor & Cco | 50-75% | 2015 |
Frequently asked questions
How much does Econologics Financial Advisors, LLC manage?
Econologics Financial Advisors, LLC reports $183.2 million in regulatory assets under management on its Form ADV.
How many employees does Econologics Financial Advisors, LLC have?
Econologics Financial Advisors, LLC reports 18 employees.
Where is Econologics Financial Advisors, LLC located?
Econologics Financial Advisors, LLC is based in Largo, FL and has been SEC-registered since 2014.
Does Econologics Financial Advisors, LLC disclose fund performance?
Econologics Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2401 West Bay Drive, Suite 603, Largo, FL 33770 |
| Phone | 727-588-1540 |
| Fax | 727-499-9860 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$183.2M▲ 60%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$183.2Mregulatory AUM
Discretionary $183.2M