# EFS ASSET MANAGEMENT LLC

EFS ASSET MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106184
- Type: SEC-registered investment adviser
- SEC file number: 801-37873
- Location: 2608 HIBERNIA ST., DALLAS, TX, 75204
- Phone: 214-550-0914
- Latest filing: 2026-08-04
- Regulatory AUM: $70.0M
- Discretionary AUM: $70.0M
- Clients: 1
- Accounts: 54

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Edward Franklin Sullivan | PRESIDENT, FOUNDER, CHIEF COMPLIANCE OFFICER | — |
| MURPHY JEFFREY SCOTT | DIRECTOR, EXEC. VICE PRESIDENT, CHIEF OPERATING OFFICER; VICE PRESIDENT; VICE PRESIDENT, CHIEF OPERATING OFFICER (+1 more) | — |
| EULICH JOHN FREEMAN | DIRECTOR; OWNER OF MERCANTILE; SHAREHOLDER | — |
| BOONE JOHN PHILLIPS | CHAIRMAN; DIRECTOR; PRESIDENT (+1 more) | — |
| MARTINDALE GLORIA EULICH | DIRECTOR; DIRECTOR, VP | — |
| WHEELER TIMOTHY CRAIG | DIRECTOR, PRESIDENT; DIRECTOR, PRESIDENT, SECRETARY; PRESIDENT, ASSISTANT SECRETARY | — |
| STEVENSON JOHN STANLEY | VICE PRESIDENT; VICE PRESIDENT, INVESTMENT DIRECTOR | — |
| MCWILLIAMS JAMES RUSSELL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| WILLIS MICHAEL R | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| BOSWELL MICHAEL DALE | TREASURER, ASSISTANT SECRETARY; VICE PRESIDENT | — |
| KENNEDY KEITH WATKINS | DIRECTOR AND VICE PRESIDENT | — |
| WILCOTT CAROLYN | VICE PRESIDENT | — |
| EULICH GLORIA ANN | BENEFICIARY; VICE PRESIDENT | — |
| MARTIN BRAD DARIN | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| HARASYM STEVEN M | EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER; PRESIDENT; VICE PRESIDENT, PORTFOLIO MANAGER | — |
| FLINT JOEL CHARLES | DIRECTOR, SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| WILLIS SARAH EULICH | BENEFICIARY | — |
| BELL DEBRA JANE | BENEFICIARY | — |
| EULICH LINDA ELAINE | BENEFICIARY | — |
| BIBZA CSONGOR | DIRECTOR; TREASURER, ASSISTANT SECRETARY | — |
| STUART JOHN T | DIRECTOR | — |
| Kasik Andrew Mark | VICE PRESIDENT | — |
| KENNEDY MATTHEW RYAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SECRETARY; DIRECTOR, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| EULICH GLORIA | DIRECTOR | — |
| EULICH VIRGINIA WALSH | EXECUTRIX OF THE ESTATE OF JOHN FREEMAN EULICH DECEASED/SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106184/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106184/similar
- Related entities: https://search.stillhousedata.com/firm/106184/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106184

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.