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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 Oct 1, 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
- Website
- http://www.ECONOLOGICS.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 344 | 328 | decreased by16 |
| Apr 1, 2026 | Clients | 259 | 344 | increased by85 |
| Apr 1, 2026 | AUM | $140,813,094 | $183,239,676 | increased by$42,426,582 |
| Apr 1, 2026 | Accounts | 525 | 708 | increased by183 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 167 | 259 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $75,898,941 | $140,813,094 | increased by$64,914,153 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 267 | 525 | increased by258 |
| Apr 1, 2022 | Employees | 20 | 19 | decreased by1 |
| Apr 1, 2022 | Clients | 70 | 167 | increased by97 |
| Apr 1, 2022 | AUM | $23,528,422 | $75,898,941 | increased by$52,370,519 |
| Apr 1, 2022 | Accounts | 106 | 267 | increased by161 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ECONOLOGICS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ECONOLOGICS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.