Hedge Fund Database

ECONOLOGICS FINANCIAL ADVISORS

ECONOLOGICS FINANCIAL ADVISORS, LLC Legal Name

Adviser information for ECONOLOGICS FINANCIAL ADVISORS last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Wyoming, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 465 $114.2M
Non-Discretionary 0 $0
Total 465 $114.2M

Clients

Type Number RAUM
Individuals 55 $7.3M
HNW Individuals 154 $93.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $99,683
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 21 $10.1M
Other 9 $3.8M
Type Number
No. of Non-RAUM Clients 186
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-79018
SEC ERA File Number 801-79018
SEC CIK Numbers None
SEC CRD Numbers 125738
Legal Entity Identifier None

Principal Office

2401 WEST BAY DRIVE
SUITE 603
LARGO
FL
United States
Monday - Friday, BY APPOINTMENT
Tel: 727-588-1540, Fax: 727-499-9860

Websites

econologicsfinancialadvisors.com www.linkedin.com/company/econologics/ www.youtube.com/@financialbeast financialbeast.podbean.com/ www.linkedin.com/in/ericisyourbfff/ financialbeastbook.com/ www.resultsbasedfinancialplanning.com www.econologics.com www.econologicsroadmap.com www.econometry.com www.financialbeastmode.com www.financialbeastpodcast.com www.financialprosperityindex.com www.wealthforoptometrists.com www.wealthforphysicians.com www.resultsbasedtransitionplanning.com www.practicetransitionassessment.com www.wealthforchiropractors.com www.wealthforveterinarians.com www.wealthfordentists.com www.wealthforpodiatrists.com www.instagram.com/financialbeastmode/ www.tiktok.com/@financialbeastmode twitter.com/financialbeasts www.facebook.com/ericisyourbfff/ www.wealthforpts.com www.facebook.com/econologicsfinancial

Chief Compliance Officer

ERIC S. MILLER
MANAGING MEMBER
2401 WEST BAY DRIVE
SUITE 603
LARGO
FL
United States
Tel: 727-588-1540
Fax: 727-499-9860
(Full email address available in API data)

Regulatory Contact

TINA PETRUZZIELLO
COMPLIANCE CONSULTANT
1309 BEACON STREET
SUITE 300
BROOKLINE
MA
United States
Tel: 617-201-9471
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HART, DIANE, NANCY Individual – MANAGING MEMBER & CHIEF EXECUTIVE OFFICER 11/2007 50-75%
MILLER, ERIC, STEVEN Individual – MANAGING MEMBER & SENIOR FINANCIAL ADVISOR & CCO 04/2015 50-75%

No. Employees, Historic

20100201920202021202220232024202510 on 4/2/201910 on 4/8/201910 on 4/9/201910 on 7/2/201910 on 8/9/201910 on 12/5/201910 on 12/16/201910 on 2/6/202015 on 3/30/202015 on 5/18/202015 on 6/25/202015 on 7/10/202015 on 12/4/202015 on 1/4/202115 on 2/2/202120 on 3/22/202120 on 4/12/202120 on 6/9/202120 on 7/21/202120 on 8/6/202120 on 9/27/202120 on 12/10/202119 on 3/24/202219 on 4/7/202219 on 12/12/202219 on 1/3/202319 on 1/18/202319 on 2/6/202319 on 3/20/202319 on 5/9/202319 on 7/13/202319 on 12/11/202319 on 1/11/202419 on 2/2/202417 on 3/4/2024

RAUM, Historic

200M100M020192020202120222023202420253194367 on 4/2/20193194367 on 4/8/20193194367 on 4/9/20193194367 on 7/2/20193194367 on 8/9/20193194367 on 12/5/20193194367 on 12/16/20193194367 on 2/6/20209708044 on 3/30/20209708044 on 5/18/20209708044 on 6/25/20209708044 on 7/10/20209708044 on 12/4/20209708044 on 1/4/20219708044 on 2/2/202123528422 on 3/22/202123528422 on 4/12/202123528422 on 6/9/202123528422 on 7/21/202123528422 on 8/6/202123528422 on 9/27/202123528422 on 12/10/202175898941 on 3/24/202275898941 on 4/7/202275898941 on 12/12/202275898941 on 1/3/202375898941 on 1/18/202375898941 on 2/6/202384809297 on 3/20/202384809297 on 5/9/202384809297 on 7/13/202384809297 on 12/11/202384809297 on 1/11/202484809297 on 2/2/2024114188824 on 3/4/2024

No. Clients, Historic

3001500201920202021202220232024202520 on 4/2/201920 on 4/8/201920 on 4/9/201920 on 7/2/201920 on 8/9/201920 on 12/5/201920 on 12/16/201920 on 2/6/202032 on 3/30/202032 on 5/18/202032 on 6/25/202032 on 7/10/202032 on 12/4/202032 on 1/4/202132 on 2/2/202170 on 3/22/202170 on 4/12/202170 on 6/9/202170 on 7/21/202170 on 8/6/202170 on 9/27/202170 on 12/10/2021167 on 3/24/2022167 on 4/7/2022167 on 12/12/2022167 on 1/3/2023167 on 1/18/2023167 on 2/6/2023193 on 3/20/2023193 on 5/9/2023193 on 7/13/2023193 on 12/11/2023193 on 1/11/2024193 on 2/2/2024240 on 3/4/2024