# Echo Financial Advisors, LLC

> 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.

- CRD: 325170
- Filed as: ECHO FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325170
- AdvisorCensus page: https://advisorcensus.com/firm/echo-financial-advisors-llc-325170

## Quick answers

**How is Echo Financial Advisors, LLC compensated?**
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.

**Is Echo Financial Advisors, LLC registered with the SEC or a state?**
Echo Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 325170.

**How much does Echo Financial Advisors, LLC manage?**
Echo Financial Advisors, LLC reports $23,973 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (0% discretionary).

**How have Echo Financial Advisors, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Echo Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Echo Financial Advisors, 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/325170

**What changed in Echo Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $23,973.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Regulatory assets under management (Item 5.F)
- Total: $23,973
- Discretionary: $0
- Non-discretionary: $23,973

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $23,973 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- echoinvesting.io
- Facebook @echo.investments.co
- Instagram @echoinvestingbeta
- LinkedIn @echo-investments
- Pinterest @echoinvesting
- X @InvestmentsEcho

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | May 23, 2024 |
| October 2025 | $0 | 1 | February 18, 2025 |
| October 2026 | $23,973 | 1 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $23,973.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Echo Financial Advisors, LLC (CRD 325170): Form ADV filing data as of October 2026.