{
  "crd_number": 325170,
  "slug": "echo-financial-advisors-llc-325170",
  "primary_business_name": "ECHO FINANCIAL ADVISORS, LLC",
  "legal_name": "ECHO FINANCIAL ADVISORS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-09",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 23973.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 23973.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 23973.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://echoinvesting.io",
    "https://facebook.com/echo.investments.co",
    "https://instagram.com/echoinvestingbeta",
    "https://linkedin.com/company/echo-investments?viewAsMember=true",
    "https://pinterest.com/echoinvesting",
    "https://twitter.com/InvestmentsEcho"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325170",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/echo-financial-advisors-llc-325170",
  "display_name": "Echo Financial Advisors, LLC",
  "summary": "Echo Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Echo Financial Advisors, LLC (CRD 325170): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Echo Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Echo Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Echo Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Echo Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325170."
    },
    {
      "q": "How much does Echo Financial Advisors, LLC manage?",
      "a": "Echo Financial Advisors, LLC reports $23,973 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (0% discretionary)."
    },
    {
      "q": "How have Echo Financial Advisors, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Echo Financial Advisors, LLC: Regulatory assets under management: $0 in the October 2024 data and $23,973 in the October 2026 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Echo Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2)."
    },
    {
      "q": "Does Echo Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "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/325170"
    },
    {
      "q": "What changed in Echo Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $0 to $23,973."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-05-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-02-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 23973.0,
      "total_employees": 1,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $23,973."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/echo-financial-advisors-llc-325170.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 23973.0
    }
  ],
  "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/325170",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}