# E & G Advisors, LLC

> E & G Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 130550
- Filed as: E & G ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130550
- AdvisorCensus page: https://advisorcensus.com/firm/e-and-g-advisors-llc-houston-tx-130550

## Quick answers

**How is E & G Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), E & G Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does E & G Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated January 13, 2026 states: Asset-based fee: 0.3% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is E & G Advisors, LLC located?**
E & G Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is E & G Advisors, LLC registered with the SEC or a state?**
E & G Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 130550.

**How much does E & G Advisors, LLC manage?**
E & G Advisors, LLC reports $706,944,944 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**How have E & G Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for E & G Advisors, LLC: Regulatory assets under management: $429,508,889 in the October 2021 data and $706,944,944 in the October 2026 data, up 65%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does E & G Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (184); high net worth individuals (168); charitable organizations (9).

**Does E & G Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130550

**Does E & G Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 13, 2026 says: "We have no minimum account opening balance."

**What changed in E & G Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Reported a succession: took over the business of E & G Advisors, LP (CRD 130550) on December 12, 2025. Changed its legal name from E & G Advisors, LP to E & G Advisors, LLC. Regulatory assets under management went from $607,839,802 to $706,944,944 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 13, 2026)

- Asset-based fee: 0.3% to 1.5% a year (a range, as the brochure states it)

> The advisory fees payable to E & G are an annual fee range from .30% to 1.50% of assets under management, payable quarterly.

- Account minimum: None

> We have no minimum account opening balance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $706,944,944
- Discretionary: $706,944,944
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $31,093,090 |
| High net worth individuals | 168 | $627,557,183 |
| Charitable organizations | 9 | $17,607,268 |
| Corporations or other businesses not listed above | 9 | $30,687,403 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eandgadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $429,508,889 | 4 | March 16, 2021 |
| October 2022 | $523,421,781 | 4 | March 21, 2022 |
| October 2023 | $466,699,492 | 4 | April 28, 2023 |
| October 2024 | $519,219,091 | 4 | March 8, 2024 |
| October 2025 | $607,839,802 | 4 | March 19, 2025 |
| October 2026 | $706,944,944 | 4 | January 13, 2026 |

Regulatory assets under management: $429,508,889 in the October 2021 data and $706,944,944 in the October 2026 data, up 65%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Reported a succession: took over the business of E & G Advisors, LP (CRD 130550) on December 12, 2025.
- Changed its legal name from E & G Advisors, LP to E & G Advisors, LLC.
- Regulatory assets under management went from $607,839,802 to $706,944,944 (+16%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. E & G Advisors, LLC (CRD 130550): Form ADV filing data as of October 2026.