EATON FINANCIAL GROUP

Overview

Eaton Financial Group is an independent registered investment adviser operating as a limited liability company and serving both individual & family clients and institutional accounts. The firm is SEC-registered and has offered advisory services since 2021 under individual ownership. Its client services center on financial planning, portfolio management for individuals and small businesses, and pension consulting, with fees charged as a percentage of assets under management and on an hourly basis. Investment activity shows a clear tilt toward pooled public investments — public funds and mutual funds are the single largest asset class the firm uses — combined with a significant ETF allocation. Eaton Financial Group does not present itself as a capital allocator and is not an active ESG investor. At the same time, the firm supplements public-market exposure with alternative strategies, including hedge funds, real estate and REITs, and digital currency, and it uses traditional income and credit instruments such as annuities and corporate debt to shape client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices