# Eckel Financial Advisors

> Eckel Financial Advisors is a state-registered investment advisory firm in Fair Oaks, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 1, 2025.

- CRD: 334463
- Filed as: ECKEL FINANCIAL ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fair Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: December 1, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334463
- AdvisorCensus page: https://advisorcensus.com/firm/eckel-financial-advisors-fair-oaks-ca-334463

## Quick answers

**How is Eckel Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Eckel Financial Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Eckel Financial Advisors located?**
Eckel Financial Advisors' principal office is in Fair Oaks, CA, according to its Form ADV.

**Is Eckel Financial Advisors registered with the SEC or a state?**
Eckel Financial Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334463.

**How much does Eckel Financial Advisors manage?**
Eckel Financial Advisors reports $27,800,000 in regulatory assets under management in its Form ADV filing dated December 1, 2025 (100% discretionary).

**What types of clients does Eckel Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (11).

**Does Eckel Financial Advisors 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/334463

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $27,800,000
- Discretionary: $27,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,800,000 |
| High net worth individuals | 11 | $24,000,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 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. Eckel Financial Advisors (CRD 334463): Form ADV filing data as of October 2026.