# Echo Advisory LLC

> Echo Advisory LLC is a state-registered investment advisory firm in Sunnyvale, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 288026
- Filed as: ECHO ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sunnyvale, CA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288026
- AdvisorCensus page: https://advisorcensus.com/firm/echo-advisory-llc-sunnyvale-ca-288026

## Quick answers

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

**Where is Echo Advisory LLC located?**
Echo Advisory LLC's principal office is in Sunnyvale, CA, according to its Form ADV.

**Is Echo Advisory LLC registered with the SEC or a state?**
Echo Advisory LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288026.

**How much does Echo Advisory LLC manage?**
Echo Advisory LLC reports $67,153,055 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (55% discretionary).

**Does Echo Advisory 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/288026

## 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: $67,153,055
- Discretionary: $36,605,887
- Non-discretionary: $30,547,168

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $67,153,055 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Echo Advisory LLC (CRD 288026): Form ADV filing data as of October 2026.