# Myecfo

> 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.

- CRD: 166919
- Filed as: MYECFO
- Legal name: Myecfo, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166919
- AdvisorCensus page: https://advisorcensus.com/firm/myecfo-166919

## Quick answers

**How is Myecfo compensated?**
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.

**Is Myecfo registered with the SEC or a state?**
Myecfo is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 166919.

**How much does Myecfo manage?**
Myecfo reports $263,380,305 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Myecfo's assets and staff changed since 2021?**
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.

**What types of clients does Myecfo serve?**
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).

**Which custodians does Myecfo use?**
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.

**Does Myecfo 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/166919

**Does Myecfo state an account minimum?**
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."

**What changed in Myecfo's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We have minimum assets under management of $1 million, which may be waived under certain circumstances.

- Minimum annual fee: $10,000

> There is a standard minimum annual fee of $10,000, which may also be waived or negotiated.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $263,380,305
- Discretionary: $262,738,493
- Non-discretionary: $641,812

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 152 | $44,973,090 |
| High net worth individuals | 31 | $217,658,161 |
| Charitable organizations | 4 | $749,054 |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myecfo.com
- LinkedIn @myecfo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $101,486,400 | 4 | July 27, 2021 |
| October 2022 | $139,795,224 | 14 | March 25, 2022 |
| October 2023 | $144,161,498 | 9 | February 21, 2023 |
| October 2024 | $186,218,018 | 9 | March 18, 2024 |
| October 2025 | $211,316,905 | 9 | March 3, 2025 |
| October 2026 | $263,380,305 | 6 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 9 to 6.
- Regulatory assets under management went from $211,316,905 to $263,380,305 (+25%).

### January 2026
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Myecfo (CRD 166919): Form ADV filing data as of October 2026.