RIA Intelโ€บAdvisersโ€บMYECFO, LLC

MYECFO, LLC

Advisory

Nยท

Data as of Feb 27, 2026 ยท Source: SEC Form ADV

Total AUM
$263M
1-Year AUM Growth
+29.2%
3-Year CAGR
+22.1%
Employees
6
Assets Under Management
Total AUM$263M
Discretionary AUM$263M
Non-Discretionary AUM$642K
Discretionary %99.8%
Total Clients166
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)-35.7%
Filing History
Total Filings on Record6
First FilingMar 2, 2021
Latest FilingFeb 27, 2026
๐Ÿ”’ Full AUM trend chart and 6 historical filings spanning 5+ years
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

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๐Ÿ“Š Peer Benchmarking

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

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