EAN Equity Financial Services LLC

Overview

EAN Equity Financial Services LLC is an independent, owner-operated registered investment adviser that serves individuals and families with financial planning and portfolio management tailored to smaller institutions and private clients. The firm blends traditional advisory services with accounting expertise, offering fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Investment activity favors pooled public vehicles—particularly mutual funds and other public funds—while also incorporating targeted allocations to commodities, energy and real estate through third-party managers. EAN Equity runs both discretionary and non-discretionary mandates and uses Charles Schwab as its primary custodian for the bulk of client assets. EAN Equity does not position itself as an ESG-focused manager or a capital allocator that sources its own private strategies; instead it sources external fund managers for alternative exposures and relies on liquid, managed public funds for core equity and fixed income exposures. The firm’s product mix and fee flexibility suggest it serves high-net-worth and affluent household relationships that require coordinated planning and outsourced portfolio execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices