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E & G ADVISORS, LLC

HOUSTON, TX · CRD 130550 · IAPD ↗ · eandgadvisors.com · 713-880-5819

$706.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

43
February 2026 — E & G ADVISORS, LLC filed an Item 4A succession naming E & G ADVISORS, LP (CRD 130550) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
58
February 2026 — E & G ADVISORS, LP is now doing business as E & G ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2024 — E & G ADVISORS, LP crossed $500M in regulatory AUM ($466.7M -> $519.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.