Econologics Financial Advisors, Llc
- Regulatory AUM
- $183M
- Discretionary
- $183M
- Clients
- 344
- Avg AUM / client
- $533K
- Accounts
- 708
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $16.0M | 8.71% |
| High net worth individuals | 157 | $150M | 81.7% |
| Charitable organizations | 3 | $413K | 0.23% |
| Corporations and other businesses | 34 | $10.9M | 5.96% |
| Other | 16 | $6.3M | 3.43% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hart, Diane, Nancy | Managing Member & Chief Executive Officer | Nov 2007 (19y) | 50% – 75% | |
| Eric Steven Miller | Managing Member & Senior Financial Advisor & Cco | Dec 2008 (18y) | 50% – 75% | |
| Eric Alan Gersch | Registered representative | Aug 2017 (9y) | ||
| Joshua Thomas Abrahamson | Registered representative | Jan 2019 (8y) | ||
| Zachary Paul Abbotoni | Registered representative | Jan 2021 (6y) | ||
| Liam Laughlin Black | Registered representative | Dec 2021 (5y) | ||
| Michael Paul Tancreti | Registered representative | Feb 2023 (3y) | ||
| Frank Schiro | Registered representative | Jan 2025 (2y) | ||
| Michael John Samulski | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 915 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Assetmark Trust Company $141M (77% of AUM) Mar 2026
- TradePMR $6.0M (62% of AUM) Feb 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗