EGI FINANCIAL, INC.

EGI FINANCIAL, INC. of AKRON, OH is an SEC-registered investment adviser (CRD 120607). Regulatory assets under management: $348.7M.

Registration

• CRD: 120607
• SEC file number: 801-112725
• Type: Registered investment adviser
• Location: 50 SOUTH MAIN STREET, SUITE 1210, AKRON, OH, 44308-1831
• Phone: 330-374-1932
• Latest filing: 2026-02-13
• Regulatory AUM: $348.7M
• Discretionary AUM: $333.7M
• Non-discretionary AUM: $14.9M
• Clients: 8
• Accounts: 294

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120607 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search