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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2000
- Office Locations
- 3
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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 14 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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