EARLS FINANCIAL

EARLS FINANCIAL is an SEC-registered investment adviser (CRD 334284). Regulatory assets under management: $24.0M.

Registration

• CRD: 334284
• Type: Registered investment adviser
• Phone: 469-200-2593
• Latest filing: 2026-07-20
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 1
• Accounts: 87

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 334284 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search