{ "crd_number": 125738, "slug": "econologics-financial-advisors-largo-fl-125738", "primary_business_name": "ECONOLOGICS FINANCIAL ADVISORS", "legal_name": "ECONOLOGICS FINANCIAL ADVISORS, LLC", "dbas": [], "city": "Largo", "state": "FL", "country": "United States", "cbsa_code": "45300", "metro": { "cbsa_code": "45300", "common_name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "path": "/advisors/fl/tampa" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-01-13", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-03-24", "carried_forward": false, "raum_total": 183239676.0, "raum_discretionary": 183239676.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 18, "advisory_employees": 6, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 6291235.0, "count": 16, "description": "TRUST" }, "charitable": { "raum": 412734.0, "count": 3, "fewer_than_5": true }, "individuals": { "raum": 15962976.0, "count": 134 }, "high_net_worth_individuals": { "raum": 149655298.0, "count": 157 }, "corporations_other_businesses": { "raum": 10917433.0, "count": 34 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "periodicals_newsletters", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AR", "AZ", "CA", "CO", "FL", "GA", "IA", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "MI", "MN", "MO", "MS", "MT", "NC", "NE", "NH", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "SC", "TN", "TX", "UT", "VA", "WA", "WI" ], "websites": [ "https://econologics.com", "https://econologics.zoom.us/ze/hub/EFA", "https://econologicsfinancialadvisors.com", "https://econometry.com", "https://facebook.com/econologicsfinancial", "https://facebook.com/ericisyourbfff", "https://financialbeast.podbean.com", "https://financialbeastbook.com", "https://financialbeastforphysicaltherapists.podbean.com", "https://financialbeastforveterinarians.podbean.com", "https://financialbeastpodcast.com", "https://financialpowerstatistics.com/survey/FPI", "https://financialprosperityindex.com", "https://linkedin.com/company/econologics", "https://linkedin.com/in/ericisyourbfff", "https://linktr.ee/econologics", "https://practicetransitionassessment.com", "https://tiktok.com/@financialbeastmode", "https://twitter.com/FinancialBeasts", "https://vimeo.com/econologics", "https://wealthfordentists.com", "https://wealthforoptometrists.com", "https://wealthforpracticeowners.com", "https://wealthforpts.com", "https://wealthforveterinarians.com", "https://youtube.com/@EconologicsFinancialAdvisors", "https://youtube.com/@finbeastpodclips" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125738", "city_as_filed": "LARGO", "url": "https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738", "display_name": "Econologics Financial Advisors", "summary": "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.", "citation": "AdvisorCensus. Econologics Financial Advisors (CRD 125738): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "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" ], "quick_answers": [ { "q": "How is Econologics Financial Advisors compensated?", "a": "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)." }, { "q": "What does Econologics Financial Advisors' brochure say about its fees?", "a": "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." }, { "q": "Where is Econologics Financial Advisors located?", "a": "Econologics Financial Advisors' principal office is in Largo, FL, according to its Form ADV." }, { "q": "Is Econologics Financial Advisors registered with the SEC or a state?", "a": "Econologics Financial Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 125738." }, { "q": "How much does Econologics Financial Advisors manage?", "a": "Econologics Financial Advisors reports $183,239,676 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)." }, { "q": "How have Econologics Financial Advisors' assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Econologics Financial Advisors serve?", "a": "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)." }, { "q": "Which custodians does Econologics Financial Advisors use?", "a": "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." }, { "q": "Does Econologics Financial Advisors 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/125738" }, { "q": "Does Econologics Financial Advisors state an account minimum?", "a": "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.\"" }, { "q": "What changed in Econologics Financial Advisors' recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $140,813,094 to $183,239,676 (+30%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 23528422.0, "total_employees": 20, "filing_date": "2021-09-27" }, { "period": "2022-10-01", "regulatory_assets_under_management": 75898941.0, "total_employees": 19, "filing_date": "2022-04-07" }, { "period": "2023-10-01", "regulatory_assets_under_management": 84809297.0, "total_employees": 19, "filing_date": "2023-07-13" }, { "period": "2024-10-01", "regulatory_assets_under_management": 114188824.0, "total_employees": 17, "filing_date": "2024-07-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 140813094.0, "total_employees": 18, "filing_date": "2025-03-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 183239676.0, "total_employees": 18, "filing_date": "2026-03-24" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $140,813,094 to $183,239,676 (+30%)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Registered or notice-filed in MO." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 24, 2026", "tiers": [ { "band": "Up to $250,000", "rate": "1%" }, { "band": "$250,001 to $500,000", "rate": "0.75%" }, { "band": "Above $500,001", "rate": "0.7%" } ], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Fee schedule", "statements": [ "Up to $250,000: 1% a year", "$250,001 to $500,000: 0.75% a year", "Above $500,001: 0.7% a year" ], "quotes": [ "The investment advisory fee is:\nAccount Value Annual Fee Rate\nAmounts up to $250,000 1.00%\nAmounts between $250,001 and $500,000 0.75%\nAmounts greater than $500,000 0.70%" ] }, { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "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." ] } ], "quotes": [ "The investment advisory fee is:\nAccount Value Annual Fee Rate\nAmounts up to $250,000 1.00%\nAmounts between $250,001 and $500,000 0.75%\nAmounts greater than $500,000 0.70%", "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." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Assetmark Trust", "name_as_filed": "ASSETMARK TRUST", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 134, "fewer_than_5": false, "raum": 15962976.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 157, "fewer_than_5": false, "raum": 149655298.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 3, "fewer_than_5": true, "raum": 412734.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 34, "fewer_than_5": false, "raum": 10917433.0 }, { "type": "other", "label": "Other", "count": 16, "fewer_than_5": false, "raum": 6291235.0 } ], "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/125738", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }