E
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Full visibility includes strategy notes for value vector radial.
Premium access reveals conviction themes in frontier matrix catalyst.
Unlock to see real insight on alpha delta.
Unlock to compare peer behavior around value capital.
See the complete signal summary connected to pioneer.
Unlock to compare peer behavior around bridge crest.
Premium access reveals conviction themes in ember summit vital.
Request access to benchmark trends tied to bridge.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |