# E2 Financial Services, LLC

> E2 Financial Services, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 301193
- Filed as: E2 FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301193
- AdvisorCensus page: https://advisorcensus.com/firm/e2-financial-services-llc-301193

## Quick answers

**How is E2 Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), E2 Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is E2 Financial Services, LLC registered with the SEC or a state?**
E2 Financial Services, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301193.

**How much does E2 Financial Services, LLC manage?**
E2 Financial Services, LLC reports $8,340,425 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary).

**What types of clients does E2 Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does E2 Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301193

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,340,425
- Discretionary: $0
- Non-discretionary: $8,340,425

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $8,340,425 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- e2financialservices.com
- Facebook @E2AdvisorBrockMuller
- LinkedIn @brockmuller

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. E2 Financial Services, LLC (CRD 301193): Form ADV filing data as of October 2026.