{
  "crd_number": 338290,
  "slug": "e2e-financial-atlanta-ga-338290",
  "primary_business_name": "E2E FINANCIAL",
  "legal_name": "E2E FINANCIAL, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-12-17",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 50650611.0,
  "raum_discretionary": 50650611.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 9469686.0,
      "count": 38
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 10
    },
    "high_net_worth_individuals": {
      "raum": 41180925.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [
    "https://e2efinancial.com",
    "https://e2efinancialstudent.siteenv.com",
    "https://facebook.com/E2EFinancial",
    "https://instagram.com/e2efinancial",
    "https://linkedin.com/company/e2e-financial-llc",
    "https://x.com/e2efinancial",
    "https://youtube.com/channel/UCKATcE6IK5pg2X9Y9H7eT-w"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338290",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/e2e-financial-atlanta-ga-338290",
  "display_name": "E2E Financial",
  "summary": "E2E Financial is a state-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. E2E Financial (CRD 338290): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is E2E Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), E2E Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is E2E Financial located?",
      "a": "E2E Financial's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is E2E Financial registered with the SEC or a state?",
      "a": "E2E Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338290."
    },
    {
      "q": "How much does E2E Financial manage?",
      "a": "E2E Financial reports $50,650,611 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does E2E Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (11); pension and profit sharing plans (but not the plan participants or government pension plans) (10)."
    },
    {
      "q": "Does E2E Financial report any disciplinary disclosures?",
      "a": "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/338290"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/e2e-financial-atlanta-ga-338290.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 9469686.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 41180925.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338290",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}