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Efinancial Alliance, LLC

Efinancial Alliance, LLC. CRD 161352

Efinancial Alliance, LLC logo

CRD: 161352

Efinancial Alliance, LLC

Franklin, TN, 37067
6152248534
www.efinancialalliance.com
$291.9M Total AUM
$291.9M Disc. AUM
34.5% 3Y CAGR
5 Employees
212 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Pershing · SSG
Clients
Retail and Institutional
Platforms
VectorBeacon +more
Established Date
04-20-2012
Office Locations
1

Office Locations

840 Crescent Centre Dr. Suite 600 Franklin TN

About Efinancial Alliance, LLC

E|Financial Alliance is a fee-only, fiduciary RIA providing financial planning and investment management for individuals, nonprofits, and businesses. The team supports family and divorce planning, business-owner tax planning, and retirement plan services (401k/403b), coordinating with CPAs, attorneys, and insurance professionals. Portfolios commonly use ETFs and public funds, with custody including Schwab and Pershing.

Team overview

-- AVG AGE
$97.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Beacon Legacy Eagle eagle Quantum bridge Vector

Client Personas

Value matrix Prime

Custodian

Foundation foundation Glacier Momentum Legacy value Peak unison Eagle eagle Pioneer Prime vector

Fund Managers

Foundation zenith Quantum

Investment Themes

Legacy delta Beacon timber Radial prime

Investment Vehicles

Focus legacy Prime insight

Platform

Glacier

Services

Zenith Delta zenith Foundation Legacy Foundation Frontier eagle Capital Eagle Glacier insight Catalyst value Ember crest Insight

Technology

Unison alpha Vertex momentum Alpha Alpha

Owner & Executives

M

MITCHELL KEVIN ANDERSON

Chief Compliance Officer, Managing Member

CRD
#5932254
Ownership
75% or more
(456) 396-9967
radial.vital@oakcapital.com
in linkedin.com/in/fusion-catalyst
D

DESTIN MICHAEL TOMPKINS

Investment Advisor Representative

CRD
#4617598
Ownership
25% but less than 50%
(870) 283-7678
timber.bridge@legacycapital.com
in linkedin.com/in/glacier-value

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Contacts

C

Christian Joseph Barr

--

CRD
#7887323
(742) 645-9837
catalyst.optima@pioneercapital.com
in linkedin.com/in/atlas-fusion
F

FREDERICK ALLAN PHILLIPS

--

CRD
#4849475
(594) 333-6255
crest.north@pathwaycapital.com
in linkedin.com/in/value-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-16-2023
03-08-2024
02-07-2025
04-16-2026
Category Assets AVG. Account size
Discretionary $291,884,556 $334,347
Non-Discretionary $0 --
Total $291,884,556 $334,347

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Separately Managed Accounts

Total SMA Asset: $291,884,556

$291.9M Total SMA
Public Funds:
11.6%
Equity - OTC:
8.9%
Corporate - Investment Grade:
12.6%
U.S. Government/Agency:
16.8%
Corporate - Non-Investment Grade:
20.1%
Cash:
10.3%
Municipal Bonds:
19.7%
Asset class Assets Assets %
Public Funds $459,922,104 11.6%
Equity - OTC $352,871,269 8.9%
Corporate - Investment Grade $499,570,561 12.6%
U.S. Government/Agency $666,094,081 16.8%
Corporate - Non-Investment Grade $796,933,990 20.1%
Cash $408,379,109 10.3%
Municipal Bonds $781,074,609 19.7%
Total $3,964,845,723 100.0%

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