Eubanks Financial

RIASEC Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$61.5K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
Fort Myers, Florida
CRD number
306185
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eubanks Financial is an independent, individually owned registered investment adviser organized as an LLC that serves individuals and families. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm bills clients via a mix of asset‑based fees and fixed fees and operates with discretionary authority over client assets. Eubanks Financial is not positioned as an ESG investor, is not multi‑state registered, and does not describe itself as a capital allocator or pension consultant.

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 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Eben Eubanks

    Eben Eubanks

    Senior Financial AdvisorCRD 6090164

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
12665 Coconut Creek Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth