E
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- PioneerMomentum vital
- Established Date
- 03-05-2020
- Office Locations
- 1
Office Locations
-- Fort Myers FL
About Eubanks Financial
Eubanks Financial is a Fort Myers, FL independent advisory firm led by CEO and Senior Financial Advisor Eben David Eubanks. The firm offers a free consultation and provides tailored guidance to help retail clients make better financial decisions. Public filings indicate its managed account allocations are heavily ETF-based, with a smaller cash sleeve.
Team overview
35 AVG AGE
$4.0M AVG AUM / ADVISOR
$114.3K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Custodian
Bridge Eagle capital
Technology
Atlas momentum Atlas
Owner & Executives
E
Eben David Eubanks
Chief Executive Officer, Senior Financial Advisor
- CRD
- #6090164
- Ownership
- 75% or more
(834) 423-7245
summit.oak@horizoncapital.com
in linkedin.com/in/ember-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Equity - Exchange:
51.3% Cash:
48.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,671,637,004 | 51.3% |
| Cash | $3,485,550,139 | 48.7% |
| Total | $7,157,187,143 | 100.0% |