Eab Investment Group, Llc
- Regulatory AUM
- $506M
- Discretionary
- $506M
- Clients
- 1
- Avg AUM / client
- $506M
- Accounts
- 1
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $506M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Joseph Visconto | Chief Investment Officer & Chief Compliance Officer | May 2020 (6y) | 25% – 50% | |
| Edward Allan Boll | Non Executive Chairman | May 2020 (6y) | 25% – 50% | |
| James W Ryan | President | May 2020 (6y) | 25% – 50% | |
| Arnim Sanchez Holzer | Registered representative | Feb 2023 (3y) |
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) | 03/05/2026 | 951 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
- • Fixed fees
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- TD Ameritrade $15.5M (16% of AUM) Mar 2020
- Fidelity Brokerage Services $4.2M (4% of AUM) Mar 2020
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 05, 2026.
View current Form ADV (SEC/IAPD) ↗