Egi Financial, Inc.
● SEC registered since 2018CRD 120607SEC# 801-112725Akron, OH
Reg. AUM
$348.7M
Employees
8
Accounts
294
Location
Akron, OH
Egi Financial, Inc. assets under management
Egi Financial, Inc. is a registered investment adviser overseen by the SEC based in Akron, OH. The firm has been registered since 2018. It reports $348.7 million in regulatory assets under management and employs 8 people.
Egi Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Craig Thomas Control | President | Over 75% | 2016 |
| Jeffrey Craig Thomas Control | Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Egi Financial, Inc. manage?
Egi Financial, Inc. reports $348.7 million in regulatory assets under management on its Form ADV.
How many employees does Egi Financial, Inc. have?
Egi Financial, Inc. reports 8 employees.
Where is Egi Financial, Inc. located?
Egi Financial, Inc. is based in Akron, OH and has been SEC-registered since 2018.
Does Egi Financial, Inc. disclose fund performance?
Egi Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 South Main Street, Suite 1210, Akron, OH 44308-1831 |
| Phone | 330-374-1932 |
| Fax | 330-374-6811 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$348.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$348.7Mregulatory AUM
Discretionary $333.7MNon-discretionary $14.9M