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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 2
Office Locations
About E2I Financial Group, LLC
E2i Financial Group is a fee-based investment management and planning firm in Charlotte, NC focused on wealth preservation, risk-based portfolio construction, and annuity evaluation. Serves retail clients including business owners and entrepreneurs, with portfolios largely built using ETFs and high-quality fixed income. Differentiator: direct relationships with elite private wealth managers to extend institutional-caliber access below $5MM.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 150 clients, or 150 clients per representative. That equates to $210.1K in reported AUM per client.
The profile lists 2 reported office locations and 12 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
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full E2I Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT LAWRENCE PEREZ
Investment Advisor, Managing Member
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JONATHAN ANTHONY DAVIS
Chief Investment Officer
- CRD
- #6438484
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,514,232 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,514,232 | -- |
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Separately Managed Accounts
SMA allocation detail is available
E2I Financial Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.