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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-24-2000
- Office Locations
- 4
Office Locations
About Embree Financial Group
Embree Financial Group is an independent Chicago-based RIA founded in 1995, providing holistic financial planning and actively managed portfolios for retiring couples, professionals, DIY investors, and divorcing individuals, as well as 401(k) sponsors and participants. Services include goal-based planning, risk/insurance, tax and asset management, and education funding, with selective use of alternative investments. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 11, 2025 and August 17, 2026, reported AUM increased 15.9%, from $2.3B to $2.6B.
Across 5 reported observations, AUM increased 46.8% between March 21, 2022 and August 17, 2026, from $1.8B to $2.6B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 13 advisory representatives and 946 clients, or 72.8 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 4 reported office locations and 26 years in operation. The source data was last updated on August 17, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Embree Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL MOODY EMBREE
Chief Executive Officer, Founder
- CRD
- #1714334
- Ownership
- 75% or more
Samantha Davidson
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #6753155
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jennifer Clifford
Private Wealth Advisor
- CRD
- #6621120
Patrick Cortazzo Jr
Private Wealth Advisor
- CRD
- #6865265
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,636,416,306 | $1,110,538 |
| Non-Discretionary | $8,452,581 | $2,113,145 |
| Total | $2,644,868,887 | $1,112,224 |
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Separately Managed Accounts
SMA allocation detail is available
Embree Financial Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Embree Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.