E2I FINANCIAL GROUP, LLC

E2I FINANCIAL GROUP, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 167078). Regulatory assets under management: $31.5M.

Registration

• CRD: 167078
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167078 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search