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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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