# E2I FINANCIAL GROUP, LLC

E2I FINANCIAL GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 167078
- Type: SEC-registered investment adviser
- Location: 13850 BALLANTYNE CORP PLACE, CHARLOTTE, NC, 28277
- Phone: 704-957-7629
- Latest filing: 2026-03-30
- Regulatory AUM: $31.5M
- Discretionary AUM: $31.5M
- Clients: 1
- Accounts: 96

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167078/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167078/similar
- Related entities: https://search.stillhousedata.com/firm/167078/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167078

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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.