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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-2021
- Office Locations
- 2
Office Locations
About Eaton Financial Group
Eaton Financial Group is an independent, fiduciary advisory firm based in South Florida with strong New York roots. The team centers planning around clients’ “why,” delivering institutional-quality portfolio management and a broad mix of investment and planning services. The firm has a dedicated focus on financial advice for women and their families, and is not captive to any one financial institution (custody includes Schwab and Fidelity).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Douglas Jay Eaton
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2780814
- Ownership
- 75% or more
Sharon Goldberg
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JACALYN KAY FERREIRA
Wealth Strategist
- CRD
- #1025472
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,161,339 | $419,497 |
| Non-Discretionary | $0 | -- |
| Total | $382,161,339 | $419,497 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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