AdvisorCensus / Financial advisors / Florida / Tampa / Econologics Financial Advisors
Econologics Financial Advisors
Filed as ECONOLOGICS FINANCIAL ADVISORS · Legal name Econologics Financial Advisors, LLC
Econologics Financial Advisors is an SEC-registered investment advisory firm in Largo, FL, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Econologics Financial Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Econologics Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Econologics Financial Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Up to $250,000: 1% a year; $250,001 to $500,000: 0.75% a year; Above $500,001: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Econologics Financial Advisors located?
Econologics Financial Advisors' principal office is in Largo, FL, according to its Form ADV.
Is Econologics Financial Advisors registered with the SEC or a state?
Econologics Financial Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 125738.
How much does Econologics Financial Advisors manage?
Econologics Financial Advisors reports $183,239,676 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Econologics Financial Advisors' assets and staff changed since 2021?
In the Form ADV data for Econologics Financial Advisors: Regulatory assets under management: $23,528,422 in the October 2021 data and $183,239,676 in the October 2026 data, up 679%. Total employees: 20 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Econologics Financial Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (157); individuals (other than high net worth individuals) (134); corporations or other businesses not listed above (34).
Which custodians does Econologics Financial Advisors use?
Econologics Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust as a custodian holding 10% or more of its separately managed account assets.
Does Econologics 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 SEC record: https://adviserinfo.sec.gov/firm/summary/125738
Does Econologics Financial Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Although EFA does not have a formal account minimum, it may decline to accept an account or continue to manage an account if, in its judgement, the balance of the account is not at a level where it is economically viable to manage the account."
What changed in Econologics Financial Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $140,813,094 to $183,239,676 (+30%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1% |
| $250,001 to $500,000 | 0.75% |
| Above $500,001 | 0.7% |
The brochure's wording
The investment advisory fee is: Account Value Annual Fee Rate Amounts up to $250,000 1.00% Amounts between $250,001 and $500,000 0.75% Amounts greater than $500,000 0.70%
Account minimum: None
The brochure's wording
Although EFA does not have a formal account minimum, it may decline to accept an account or continue to manage an account if, in its judgement, the balance of the account is not at a level where it is economically viable to manage the account.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$183,239,676 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Econologics Financial Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 18. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
37 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $183,239,676 | 18 | March 24, 2026 |
| October 2025 | $140,813,094 | 18 | March 11, 2025 |
| October 2024 | $114,188,824 | 17 | July 23, 2024 |
| October 2023 | $84,809,297 | 19 | July 13, 2023 |
| October 2022 | $75,898,941 | 19 | April 7, 2022 |
| October 2021 | $23,528,422 | 20 | September 27, 2021 |
Regulatory assets under management: $23,528,422 in the October 2021 data and $183,239,676 in the October 2026 data, up 679%.
Total employees: 20 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $140,813,094 to $183,239,676 (+30%).
- March 2026
- Registered or notice-filed in MO.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Econologics Financial Advisors (CRD 125738): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738