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ECKEL FINANCIAL ADVISORS

Advisory

FAIR OAKS, CA

Data as of Dec 1, 2025 · Source: SEC Form ADV

Rank in CA

#4,002

of 5,480 advisers by AUM

Average account

$678K

across 41 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Dec 1, 2025.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

22 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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