Eaton Financial Group
Eaton Financial Group is an SEC-registered wealth manager in Coral Springs, FL with $382.2M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Eaton Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316323, SEC 801-122301, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $382.2M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Coral Springs, FL
- Employees
- 4
- Clients
- 354
- CRD
- 316323
- Ownership
- Eaton, Douglas, Jay; Goldberg, Sharon
How much AUM does Eaton Financial Group have?
Eaton Financial Group reported $382.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Eaton Financial Group?
Disclosed owners and executives of Eaton Financial Group include Eaton, Douglas, Jay, Goldberg, Sharon. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.