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EAB INVESTMENT GROUP, LLC

BALA CYNWYD, PA · CRD 165865 · IAPD ↗ · eabinvestmentgroup.com · 646-583-0032

$506.0MRegulatory AUM
4Advisory reps
4Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — EAB INVESTMENT GROUP, LLC crossed $500M in regulatory AUM ($219.6M -> $506.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
March 2025 — EAB INVESTMENT GROUP, LLC reported RAUM up 61% ($136.1M -> $219.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
October 2024 — EAB INVESTMENT GROUP, LLC moved its main office from PHILADELPHIA, PA to BALA CYNWYD, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
56
April 2024 — EAB INVESTMENT GROUP, LLC reported RAUM up 58% ($85.9M -> $136.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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