Egi Financial, Inc.

Overview

Egi Financial, Inc. is an SEC registered investment adviser based in Akron, OH, registered since 2018. It reports $349M in assets under management across 294 accounts, with 8 employees. It has 9 investment adviser representatives.

Reported AUM

$349M

Discretionary

96%

Accounts

294

Average account

$1.2M

Employees

8

Advisory reps

9

Registered since

2018

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Jeffrey Craig Thomas Chief Compliance Officer, President CRD 2095554

Advisory reps 3 of 9

• Robert William Berry Registered Rep · Investment Adviser Rep CRD 849285
• Sara Gibbs Registered Rep · Investment Adviser Rep CRD 1571445
• Edgar Grey Ingraham Registered Rep · Investment Adviser Rep CRD 1092775

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

50 S Main St Ste 1210
Akron, OH 44308

County

Summit

Metro area

Akron, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: egifinancial.com

Every state, with registration dates

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