# EB Financial Group, LLC

> EB Financial Group, LLC is an exempt reporting adviser in Larkspur, CA. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 163932
- Filed as: EB FINANCIAL GROUP, LLC
- Also doing business as: EB EXCHANGE FUNDS
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Larkspur, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/163932
- AdvisorCensus page: https://advisorcensus.com/firm/eb-financial-group-llc-larkspur-ca-163932

## Quick answers

**Where is EB Financial Group, LLC located?**
EB Financial Group, LLC's principal office is in Larkspur, CA, according to its Form ADV.

**How does EB Financial Group, LLC report to regulators?**
EB Financial Group, LLC is an exempt reporting adviser. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 163932.

**Does EB Financial 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/163932

## From the Form ADV filing

### Firm details
- Reporting since: Not reported
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 4, 2021 |
| October 2022 | Not reported | Not reported | March 21, 2022 |
| October 2023 | Not reported | Not reported | January 10, 2023 |
| October 2026 | Not reported | Not reported | March 3, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EB Financial Group, LLC (CRD 163932): Form ADV filing data as of October 2026.