EUBANKS FINANCIAL

EUBANKS FINANCIAL of FORT MYERS, FL is an SEC-registered investment adviser (CRD 306185). Regulatory assets under management: $4.0M.

Registration

• CRD: 306185
• Type: Registered investment adviser
• Location: 12665 COCONUT CREEK COURT, FORT MYERS, FL, 33908
• Phone: 503-780-5601
• Latest filing: 2026-08-04
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 65

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 306185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search