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MYECFO
Legal name: MYECFO, LLC
CRD 166919File 801-120679
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$263.4M
Below cohort median (national)
Discretionary AUM
$262.7M
Non-discretionary $642K
Clients
187
187 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 28, 2021
- Principal office
- Not reported
- Phone
- 6502314609
- Website
- HTTPS://MYECFO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $263.4M
- Discretionary AUM
- $262.7M
- Non-discretionary AUM
- $642K
- Discretionary accounts
- 186
- Non-discretionary accounts
- 1
- Total accounts
- 187
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $749K |
| High net worth individuals | 31 | $217.7M |
| Individuals (other than high net worth individuals) | 152 | $45.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — TAX & BUSINESS CONSULTING SERVICES, BOOKKEEPING SVCS, PAYROLL
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- 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 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.