# EFFICIENT ADVISORS, LLC

EFFICIENT ADVISORS, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 150144
- Type: SEC-registered investment adviser
- SEC file number: 801-70110
- Location: 1500 MARKET STREET, SUITE 3310E, PHILADELPHIA, PA, 19102-2101
- Phone: 267-613-6250
- Latest filing: 2026-03-13
- Regulatory AUM: $3.1B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $204.6M
- Clients: 14
- Accounts: 17,508

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| James Russell Hadaway | CHIEF COMPLIANCE OFFICER | — |
| Ted Fyke Angus | GENERAL COUNSEL | — |
| Gary George Zyla | CHIEF FINANCIAL OFFICER & TREASURER | — |
| Steven Bradford Miller | CHIEF EXECUTIVE OFFICER | — |
| Sabrina Ann Williams | CHIEF OPERATING OFFICER | — |
| Zachary David Shepard | CHIEF REVENUE OFFICER | — |
| Michael Robert Coluzzi | CHIEF FINANCIAL OFFICER | — |
| Scott Bishop David | PRESIDENT | — |
| WILLIAMS DEBORAH ANN | CHIEF OPERATING OFFICER | — |
| WILLIAMS CHARLOTTE A | CHIEF OPERATING OFFICER | — |
| NEWLIN NICOLE P | PRESIDENT | — |
| FEDELE GERRIT ANDREW | CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER (+7 more) | — |
| KLEIN MARK BRUCE | CEO/MEMBER; CEO/MEMBER (ELECTED); MEMBER (+3 more) | — |
| MCNEIL ALMUS LAWAIN | CHIEF EXECUTIVE OFFICER; CHIEF MARKETING OFFICER; MEMBER (+4 more) | — |
| SHAPPELL RICHARD PAUL | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER (ELECTED MANAGER) | — |
| DAVID SCOTT BISHOP | PRESIDENT | — |
| BILLUPS JOSEPH SCOTT | CHIEF FINANCIAL OFFICER | — |
| BLOOD JOHN T | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| MILLER STEVE BRADFORD | CHIEF EXECUTIVE OFFICER | — |
| OCONNOR KEITH J | CHIEF EXECUTIVE OFFICER | — |
| Knapp Jeremy | CFO | — |
| SHEPARD ZACHARY DAVID | CHIEF REVENUE OFFICER | — |
| HADAWAY JAMES RUSSELL | CHIEF COMPLIANCE OFFICER | — |
| coluzzi michael | CHIEF FINANCIAL OFFICER | — |
| COLUZZI MICHAEL R | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150144/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150144/similar
- Related entities: https://search.stillhousedata.com/firm/150144/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150144

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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.