{
  "crd_number": 166919,
  "slug": "myecfo-166919",
  "primary_business_name": "MYECFO",
  "legal_name": "MYECFO, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-28",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 263380305.0,
  "raum_discretionary": 262738493.0,
  "raum_non_discretionary": 641812.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 749054.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 44973090.0,
      "count": 152
    },
    "high_net_worth_individuals": {
      "raum": 217658161.0,
      "count": 31
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/myecfo",
    "https://myecfo.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166919",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/myecfo-166919",
  "display_name": "Myecfo",
  "summary": "Myecfo is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Myecfo (CRD 166919): 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)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Myecfo compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Myecfo reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Is Myecfo registered with the SEC or a state?",
      "a": "Myecfo is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 166919."
    },
    {
      "q": "How much does Myecfo manage?",
      "a": "Myecfo reports $263,380,305 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Myecfo's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Myecfo: Regulatory assets under management: $101,486,400 in the October 2021 data and $263,380,305 in the October 2026 data, up 160%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Myecfo serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (152); high net worth individuals (31); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Myecfo use?",
      "a": "Myecfo's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Myecfo 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/166919"
    },
    {
      "q": "Does Myecfo state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 says: \"We have minimum assets under management of $1 million, which may be waived under certain circumstances.\""
    },
    {
      "q": "What changed in Myecfo's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 9 to 6. Regulatory assets under management went from $211,316,905 to $263,380,305 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 101486400.0,
      "total_employees": 4,
      "filing_date": "2021-07-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 139795224.0,
      "total_employees": 14,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 144161498.0,
      "total_employees": 9,
      "filing_date": "2023-02-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186218018.0,
      "total_employees": 9,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 211316905.0,
      "total_employees": 9,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 263380305.0,
      "total_employees": 6,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 6.",
        "Regulatory assets under management went from $211,316,905 to $263,380,305 (+25%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We have minimum assets under management of $1 million, which may be waived under certain circumstances."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "There is a standard minimum annual fee of $10,000, which may also be waived or negotiated."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": 10000.0,
      "planning": []
    },
    "quotes": [
      "We have minimum assets under management of $1 million, which may be waived under certain circumstances.",
      "There is a standard minimum annual fee of $10,000, which may also be waived or negotiated."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/myecfo-166919.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 152,
      "fewer_than_5": false,
      "raum": 44973090.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 217658161.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 749054.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/166919",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}