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ECP

SUMMIT, NJ · CRD 155020 · IAPD ↗ · 973-671-6100

$33.39BRegulatory AUM
57Advisory reps
95Employees
0Clients
n/aPlanning clients
53Private funds
4States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — ECP reported RAUM up 47% ($22.75B -> $33.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2026 — ECP grew from 50 to 57 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — ECP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — ECP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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