E & G Advisors, Llc
- Regulatory AUM
- $707M
- Discretionary
- $707M
- Clients
- 370
- Avg AUM / client
- $1.9M
- Accounts
- 826
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 184 | $31.1M | 4.4% |
| High net worth individuals | 168 | $628M | 88.8% |
| Charitable organizations | 9 | $17.6M | 2.49% |
| Corporations and other businesses | 9 | $30.7M | 4.34% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Emory Easley | Limited Partner/Ceo | Jul 2004 (22y) | 50% – 75% | |
| Adam G Gracely | Limited Partner/Chief Compliance Officer | Oct 2006 (20y) | 25% – 50% | |
| Saif Z Omer | Registered representative | Sep 2012 (14y) | ||
| Jeffrey Dastmalchian | Registered representative | Apr 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| E&G Advisors I, Llc | General Partner | Dec 2003 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 01/13/2026 | 901 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 13, 2026.
View current Form ADV (SEC/IAPD) ↗