# E2E Financial

> 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.

- CRD: 338290
- Filed as: E2E FINANCIAL
- Legal name: E2E Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338290
- AdvisorCensus page: https://advisorcensus.com/firm/e2e-financial-atlanta-ga-338290

## Quick answers

**How is E2E Financial compensated?**
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).

**Where is E2E Financial located?**
E2E Financial's principal office is in Atlanta, GA, according to its Form ADV.

**Is E2E Financial registered with the SEC or a state?**
E2E Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338290.

**How much does E2E Financial manage?**
E2E Financial reports $50,650,611 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**What types of clients does E2E Financial serve?**
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).

**Does E2E Financial 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/338290

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,650,611
- Discretionary: $50,650,611
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $9,469,686 |
| High net worth individuals | 11 | $41,180,925 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- e2efinancial.com
- e2efinancialstudent.siteenv.com
- Facebook @E2EFinancial
- Instagram @e2efinancial
- LinkedIn @e2e-financial-llc
- X @e2efinancial
- YouTube @UCKATcE6IK5pg2X9Y9H7eT-w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. E2E Financial (CRD 338290): Form ADV filing data as of October 2026.