Echo45 Advisors Llc
- Regulatory AUM
- $227M
- Discretionary
- $223M
- Clients
- 201
- Avg AUM / client
- $1.1M
- Accounts
- 599
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 139 | $74.4M | 32.7% |
| High net worth individuals | 62 | $153M | 67.3% |
| Corporations and other businesses | Fewer than 5 clients | $46.9K | 0.02% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jon E Henderson | Grantor & Trustee | CFP | Apr 2015 (11y) | ≈ 56.25% – 100% via Jon Henderson Living Trust |
| Reichert, David, James | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| James Matthew Sutton | Registered representative | Aug 2020 (6y) | ||
| Genecar Z Vivo | Registered representative | Jan 2025 (2y) | ||
| Cole Stephen Matsuura | Registered representative | Mar 2025 (1y) | ||
| Jason Qiu | Registered representative | May 2026 (0y) | ||
| Sean Michael O'brien | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jon Henderson Living Trust | Managing Member | Feb 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jon E Henderson: 75% – 100% of Jon Henderson Living Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 06/18/2026 | 992 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $167M (73% of AUM) Jun 2026
- Truist Financial Corp $33.1M (15% of AUM) Jun 2026
- Altruist Financial $33.1M (15% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗