Eubanks Financial
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 306185
- Website
- www.eubanksfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Eubanks Financial is an independent, Florida-based limited liability company that provides advisory services to individuals and families. The firm focuses on financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its business model uses a mix of percentage-of-assets and fixed fee arrangements. The firm is state-registered in Florida, owner-operated by an individual, and describes itself as not acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Myers, FL
Lee
Location
Fort Myers, FL
Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 8740 Banyan Bay Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Broaden Wealth LLC
RIAFort Myers, FL
The Art and Science of Successful Planning
RIAFort Myers, FL
M&M Wealth Management, LLC
RIAFort Myers, FL
Evolution Wealth Management Inc.
RIAFort Myers, FL
Macke Financial Advisory Group
RIAFort Myers, FL
Campbell Financial Partners, LLC
RIAFort Myers, FL