E2 FINANCIAL SERVICES, LLC

E2 FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 301193). Regulatory assets under management: $8.3M.

Registration

• CRD: 301193
• Type: Registered investment adviser
• Phone: 859-888-3250
• Latest filing: 2026-03-13
• Regulatory AUM: $8.3M
• Non-discretionary AUM: $8.3M
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301193 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search