E & G Advisors, LLC

RIASEC Registered
Total AUM
$707M
Discretionary
$707M
100% of AUM
Avg account
$856K
Accounts
826
Employees
4
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
130550
Registered since
May 2, 2014
Fee structure
Percentage of AUM
Client types
  • HNWI88.77%
  • Individuals4.4%
  • Corporations / Businesses4.34%
  • Charitable Organizations2.49%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

E & G Advisors, LLC is an independent, individual-owned RIA that manages portfolios for both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (registration year 2014) and charges fees based on a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. E & G identifies equities — particularly exchange-traded vehicles — as its primary preference and is not positioned as a capital allocator or an active ESG investor. The firm also lists an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Other 12%, US Government Bonds 6%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%76%
  • Exchange Traded Equities76%
  • Other12%
  • US Government Bonds6%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Contacts

3 of 4
  • Saif Omer

    AdvisorCRD 5822343

  • Adam Gracely

    PartnerCRD 5238247

  • Jeffrey Dastmalchian

    Jeffrey Dastmalchian

    Director of Business DevelopmentCRD 5467026

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 142

Active vs passive

$412M in ETFs

Passive

80%

$328M

Active

4%

$84.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$50.3M400,99212.20%

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
2000 West Loop S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth