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EKO

· CRD 313296 · IAPD ↗ · (917)7449432

$74.9MRegulatory AUM
2Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — EKO notice-filed in AL, AR, IA, IL, OH, PA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — EKO reported RAUM up 421% ($14.4M -> $74.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2026 — EKO notice-filed in ID, MA, ME, NE, NM, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
December 2025 — EKO notice-filed in AZ, GA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
August 2025 — EKO notice-filed in FL, MN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
March 2025 — EKO notice-filed in CT, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
February 2025 — EKO notice-filed in LA, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
October 2024 — EKO notice-filed in CO, KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — EKO notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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