CRD: 125738
Econologics Financial Advisors
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2007
- Office Locations
- 1
Office Locations
About Econologics Financial Advisors
Econologics Financial Advisors provides financial planning and investment management for business and practice owners, tying household goals to practice cash flow, tax decisions, and exit planning. Portfolios lean on ETFs and public funds with a meaningful fixed-income sleeve (munis/agency). The firm differentiates with its proprietary Econometry Analytics progress-tracking system; custody through Fidelity/NFS and AssetMark.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 24, 2026, reported AUM increased 30.1%, from $140.8M to $183.2M.
Across 5 reported observations, AUM increased 141.4% between April 7, 2022 and March 24, 2026, from $75.9M to $183.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 487 clients, or 81.2 clients per representative. That equates to $376.3K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 24, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DIANE NANCY HART
Chief Executive Officer, Financial Advisor, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
ERIC STEVEN MILLER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, SENIOR FINANCIAL ADVISOR
- CRD
- #3067774
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Zachary Paul Abbotoni
Financial Advisor
- CRD
- #6673621
Joshua Thomas Abrahamson
Financial Advisor
- CRD
- #6696325
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,239,676 | $258,813 |
| Non-Discretionary | $0 | -- |
| Total | $183,239,676 | $258,813 |
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Separately Managed Accounts
SMA allocation detail is available
Econologics Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.