# EAB Investment Group, LLC

> EAB Investment Group, LLC is an SEC-registered investment advisory firm in Bala Cynwyd, PA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 165865
- Filed as: EAB INVESTMENT GROUP, LLC
- Also doing business as: EASTERLY EAB
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bala Cynwyd, PA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165865
- AdvisorCensus page: https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865

## Quick answers

**How is EAB Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), EAB Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does EAB Investment Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: $10,000 to $250,000 a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is EAB Investment Group, LLC located?**
EAB Investment Group, LLC's principal office is in Bala Cynwyd, PA, according to its Form ADV.

**Is EAB Investment Group, LLC registered with the SEC or a state?**
EAB Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 165865.

**How much does EAB Investment Group, LLC manage?**
EAB Investment Group, LLC reports $505,976,037 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have EAB Investment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for EAB Investment Group, LLC: Regulatory assets under management: $78,168,490 in the October 2021 data and $505,976,037 in the October 2026 data, up 547%. Total employees: 5 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 EAB Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does EAB Investment Group, 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/165865

**Does EAB Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "The minimum investment for a client of the Advisor is $2,000,000. Such minimums may be waived or reduced in the discretion of the Advisor."

**What changed in EAB Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $219,602,003 to $505,976,037 (+130%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The minimum investment for a client of the Advisor is $2,000,000. Such minimums may be waived or reduced in the discretion of the Advisor.

- Flat fee: $10,000 to $250,000 a year

> The fixed fees generally range between $10,000 and $250,000 annually depending upon the level and scope of the services and the professional rendering the services.

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

### Regulatory assets under management (Item 5.F)
- Total: $505,976,037
- Discretionary: $505,976,037
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $505,976,037 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [eabinvestmentgroup.com](https://eabinvestmentgroup.com)
- LinkedIn @eab-investment

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $78,168,490 | 5 | March 14, 2021 |
| October 2022 | $76,408,265 | 5 | March 29, 2022 |
| October 2023 | $85,934,233 | 4 | March 27, 2023 |
| October 2024 | $136,090,498 | 4 | September 6, 2024 |
| October 2025 | $219,602,003 | 4 | March 3, 2025 |
| October 2026 | $505,976,037 | 4 | March 5, 2026 |

Regulatory assets under management: $78,168,490 in the October 2021 data and $505,976,037 in the October 2026 data, up 547%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $219,602,003 to $505,976,037 (+130%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EAB Investment Group, LLC (CRD 165865): Form ADV filing data as of October 2026.