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Econologics Financial Advisors

Econologics Financial Advisors. CRD 125738

Econologics Financial Advisors logo

CRD: 125738

Econologics Financial Advisors

Largo, FL, 33770
7275881540
econologicsfinancialadvisors.com
$183.2M Total AUM
$183.2M Disc. AUM
-- 3Y CAGR
18 Employees
487 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
ElementHarbor vertex +more
Established Date
11-01-2007
Office Locations
1

Office Locations

2401 West BAY Drive Suite 603 Largo FL

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.

Team overview

37 AVG AGE
$30.5M AVG AUM / ADVISOR
$376.3K AVG AUM / CLIENT
8.2 yrs AVG TENURE
18 Employees
6 Advisory Reps
6 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Pioneer Delta Timber Timber timber Legacy Vector glacier Element insight Meridian north Crest harbor

Client Personas

Radial

CRM

Insight optima

Custodian

Glacier peak Vertex zenith North Glacier Peak Unison signal

Investment Themes

Pathway Peak ember Pathway focus

Investment Vehicles

Harbor

Platform

Peak

Services

Vital radial Horizon Matrix Glacier Glacier Wave Catalyst ember Ridge summit Bridge

Technology

Ridge Horizon Legacy horizon

Owner & Executives

DIANE NANCY HART

DIANE NANCY HART

Chief Executive Officer, Financial Advisor, Managing Member

CRD
--
Ownership
50% but less than 75%
(317) 428-9014
alpha.radial@deltacapital.com
in linkedin.com/in/prime-atlas
ERIC STEVEN MILLER

ERIC STEVEN MILLER

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, SENIOR FINANCIAL ADVISOR

CRD
#3067774
Ownership
50% but less than 75%
(440) 859-8283
beacon.fusion@oakcapital.com
in linkedin.com/in/radial-vital

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Contacts

Zachary Paul Abbotoni

Zachary Paul Abbotoni

--

CRD
#6673621
(510) 742-7116
eagle.ridge@unisoncapital.com
in linkedin.com/in/atlas-zenith
Joshua Thomas Abrahamson

Joshua Thomas Abrahamson

Financial Advisor

CRD
#6696325
(754) 661-5595
peak.optima@insightcapital.com
in linkedin.com/in/peak-eagle
R

Radial bridge

Pioneer element

CRD
#54626
(480) 816-3679
eagle.glacier@eaglecapital.com
in linkedin.com/in/summit-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-07-2022
12-11-2023
07-23-2024
03-11-2025
03-24-2026
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

Total SMA Asset: $183,239,676

$183.2M Total SMA
Public Funds:
10.8%
Equity - Exchange:
28.5%
U.S. Government/Agency:
23.1%
Cash:
23.5%
Municipal Bonds:
14.1%
Asset class Assets Assets %
Public Funds $334,117,710 10.8%
Equity - Exchange $881,699,513 28.5%
U.S. Government/Agency $714,640,658 23.1%
Cash $727,015,388 23.5%
Municipal Bonds $436,209,233 14.1%
Total $3,093,682,502 100.0%

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