Eadvisor LLC
Firm details
- Headquarters
- Blue Ash, Ohio
- CRD number
- 173803
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Eadvisor LLC is a small, individually owned advisory firm organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm is identified as a capital allocator and uses a mix of fee structures, including percentage-of-AUM fees, fixed fees and other fee arrangements. Regulatory status details are limited in the source data and the firm is not flagged as an active ESG investor or a multistate adviser. It does not list pension consulting or related-adviser activity.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Michael Mccormick
President, Investment AdvisorCRD 4842546
Elizabeth Na
OwnerCRD 2176673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Blue Ash, OH
Hamilton
Location
Blue Ash, OH
Headquartered in Blue Ash, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 4555 Lake Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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