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ECONOLOGICS FINANCIAL ADVISORS
Legal name: ECONOLOGICS FINANCIAL ADVISORS, LLC
CRD 125738File 801-79018
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$183.2M
Bottom 25% of cohort (national)
Discretionary AUM
$183.2M
Clients
328
708 accounts
Employees
18
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 13, 2014
- Principal office
- 2401 WEST BAY DRIVE, SUITE 603, LARGO, FL, 33770
- Phone
- 727-588-1540
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $183.2M
- Discretionary AUM
- $183.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 708
- Non-discretionary accounts
- 0
- Total accounts
- 708
- AUM per client
- $559K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $10.9M |
| Charitable organizations | Fewer than 5 | $413K |
| High net worth individuals | 157 | $149.7M |
| Individuals (other than high net worth individuals) | 134 | $16.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 344 | 328 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

