# Econologics Financial Advisors

> 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.

- CRD: 125738
- Filed as: ECONOLOGICS FINANCIAL ADVISORS
- Legal name: Econologics Financial Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Largo, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125738
- AdvisorCensus page: https://advisorcensus.com/firm/econologics-financial-advisors-largo-fl-125738

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Up to $250,000: 1% a year
- $250,001 to $500,000: 0.75% a year
- Above $500,001: 0.7% a year

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $183,239,676
- Discretionary: $183,239,676
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $15,962,976 |
| High net worth individuals | 157 | $149,655,298 |
| Charitable organizations | 3 | $412,734 |
| Corporations or other businesses not listed above | 34 | $10,917,433 |
| Other | 16 | $6,291,235 |

### 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 18 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- econologics.com
- econologics.zoom.us/ze/hub/EFA
- econologicsfinancialadvisors.com
- econometry.com
- financialbeast.podbean.com
- financialbeastbook.com
- financialbeastforphysicaltherapists.podbean.com
- financialbeastforveterinarians.podbean.com
- financialbeastpodcast.com
- financialpowerstatistics.com/survey/FPI
- financialprosperityindex.com
- linktr.ee/econologics
- practicetransitionassessment.com
- vimeo.com/econologics
- wealthfordentists.com
- wealthforoptometrists.com
- wealthforpracticeowners.com
- wealthforpts.com
- wealthforveterinarians.com
- Facebook @econologicsfinancial
- Facebook @ericisyourbfff
- LinkedIn @econologics
- LinkedIn @ericisyourbfff
- TikTok @financialbeastmode
- X @FinancialBeasts
- YouTube @EconologicsFinancialAdvisors
- YouTube @finbeastpodclips

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $23,528,422 | 20 | September 27, 2021 |
| October 2022 | $75,898,941 | 19 | April 7, 2022 |
| October 2023 | $84,809,297 | 19 | July 13, 2023 |
| October 2024 | $114,188,824 | 17 | July 23, 2024 |
| October 2025 | $140,813,094 | 18 | March 11, 2025 |
| October 2026 | $183,239,676 | 18 | March 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Econologics Financial Advisors (CRD 125738): Form ADV filing data as of October 2026.