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EGSI INVESTMENT MANAGEMENT

DUBLIN, OH · CRD 171488 · IAPD ↗ · egsifinancial.com · 614-526-4118

$144.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — EGSI INVESTMENT MANAGEMENT (DUBLIN, OH) is newly SEC-registered with $144.7M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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