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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2003
- Office Locations
- 1
Office Locations
About E. Batoff & Co., Inc.
E. Batoff & Co., Inc. is a Tampa-based RIA. The firm has been operating for 23 years. Managing $249.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 4.3%, from $238.9M to $249.2M.
Across 5 reported observations, AUM increased 47.5% between March 24, 2022 and March 30, 2026, from $168.9M to $249.2M.
Of the latest reported AUM, 47.8% is discretionary and 52.2% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $27.7M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
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Owner & Executives
EVAN ROSS BATOFF
Chief Compliance Officer, Vice President
- CRD
- #4663259
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,200,000 | $7,450,000 |
| Non-Discretionary | $130,000,000 | $7,647,059 |
| Total | $249,200,000 | $7,551,515 |
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Separately Managed Accounts
SMA allocation detail is available
E. Batoff & Co., Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.