EUBANKS FINANCIAL

Overview

Eubanks Financial operates as a small, independent registered investment adviser focused on individuals and families. The firm’s investment activity is equity-centric: nearly all advisory assets sit in exchange-traded equities, and its stated preference is equities rather than fixed income or cash management. Service offerings emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars or workshops. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements, which supports both ongoing portfolio management and discrete planning projects. Given the firm’s scale and client base, portfolio implementation appears to favor liquid, exchange-traded solutions and mutual funds for broad market exposure, with selective use of third-party alternative managers where appropriate. The firm is not flagged as an active ESG investor and does not identify as a multi-state adviser; its business model is consistent with a boutique RIA delivering personalized advice to a limited client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices