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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-26-2004
- Office Locations
- 1
Office Locations
About E & G Advisors, LLC
E&G Advisors is a Houston-based RIA providing investment analysis and discretionary portfolio management for individuals, families, businesses, and nonprofits. The firm emphasizes personal service with a global investment perspective and builds portfolios largely with ETFs, custodied primarily at Charles Schwab, serving both retail and institutional relationships.
Reported data analysis
What the numbers show
Between March 19, 2025 and January 13, 2026, reported AUM increased 16.3%, from $607.8M to $706.9M.
Across 5 reported observations, AUM increased 35.1% between March 21, 2022 and January 13, 2026, from $523.4M to $706.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 370 clients, or 92.5 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on January 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
- Technology
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The full E & G Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK EMORY EASLEY
Advisor, Managing Member
- CRD
- #4761284
- Ownership
- 50% but less than 75%
ADAM G GRACELY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5238247
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JEFFREY DASTMALCHIAN
Client Advisor
- CRD
- #5467026
SAIF Z OMER
Investment Advisor
- CRD
- #5822343
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $706,944,944 | $855,866 |
| Non-Discretionary | $0 | -- |
| Total | $706,944,944 | $855,866 |
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Separately Managed Accounts
SMA allocation detail is available
E & G Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
E & G Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.