ECHELON GROUP

Legal name: ECHELON GROUP, INC.

CRD 333195File 801-131247

APPROVED

Retail clients

Custody

Filing as of Jun 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$265.2M

Below cohort median (national)

Discretionary AUM

$172.8M

Non-discretionary $92.4M

Clients

115

247 accounts

Employees

Below cohort median in ID

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Oct 8, 2024
Principal office: 251 E. FRONT STREET, SUITE 202, BOISE, ID, 83702
Phone: 208-345-9944
Website: https://www.linkedin.com/company/echelon-group-inc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $265.2M
Discretionary AUM: $172.8M
Non-discretionary AUM: $92.4M
Discretionary accounts: 234
Non-discretionary accounts: 13
Total accounts: 247
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.4M
High net worth individuals	14	$31.2M
Pension and profit sharing plans	26	$209.0M
State or municipal government entities	Fewer than 5	$1.3M
Individuals (other than high net worth individuals)	71	$21.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

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.