E
EAN Equity Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$144,680,225
Clients
64
59% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
Very HighAverage account size
$2,260,629
About
The firm provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2025 it managed approximately $144.7 million for roughly 59 clients, with a substantial portion (~$67.4 million) managed on a non-discretionary basis.
Its investment approach emphasizes strategic and tactical asset allocation across actively managed funds, passive index funds and ETFs, and individual securities, using fundamental analysis as the primary security-analysis method while employing charting and technical or cyclical analysis when appropriate. The firm prepares written financial plans, offers limited-scope hourly consulting, and accepts discretionary authority but often seeks client concurrence on trades when a blanket trading authorization is not in place.
The firm is atypical among independents in operating an affiliated tax-preparation practice and charging separately for tax services, and the principal holds multiple advanced professional credentials (including CPA/PFS and CFP and CFA designations). It also recommends independent money managers through custodial programs and conducts comprehensive, family-inclusive financial reviews, which may extend to clients’ children and broader estate and trust planning.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Options & derivatives strategies
Fee options
$4,000 flat fee for financial plans
0.75% per year, billed quarterly in advance
Up to $200 per hour, or negotiated rate or fixed fee amount
Main office location
EAN Equity Financial Services LLC
Leesburg VA, United States
Number of offices
1
Most active in
EAN Equity Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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