EDUCATED INVESTORS LLC

EDUCATED INVESTORS LLC is an SEC-registered investment adviser (CRD 327581). Regulatory assets under management: $1.8M.

Registration

• CRD: 327581
• Type: Registered investment adviser
• Phone: 207-370-8702
• Latest filing: 2026-03-01
• Regulatory AUM: $1.8M
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327581 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search