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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 typeClientsAUM
Other34$10.9M
Charitable organizationsFewer than 5$413K
High net worth individuals157$149.7M
Individuals (other than high net worth individuals)134$16.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients344328
Aug 12, 2026RegistrationAPPROVED

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.