Egi Financial, Inc.
Egi Financial, Inc. is an SEC-registered wealth manager in Akron, OH with $348.7M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Egi Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120607, SEC 801-112725, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $348.7M (2026-02-13)
- Firm type
- Wealth Manager
- Location
- Akron, OH
- Employees
- 8
- Clients
- 292
- CRD
- 120607
- Ownership
- INGRAHAM, EDGAR, GREY; THOMAS, JEFFREY, CRAIG
How much AUM does Egi Financial, Inc. have?
Egi Financial, Inc. reported $348.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Egi Financial, Inc.?
Disclosed owners and executives of Egi Financial, Inc. include INGRAHAM, EDGAR, GREY, THOMAS, JEFFREY, CRAIG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.