Echo Prudent Capital LLC

RIAState Registered

Total AUM

$20.4M

Discretionary

$20.4M

100% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 322141
Custodians: CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.74%
Charitable Organizations44.26%
Individuals0.99%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Echo Prudent Capital LLC is an independent, individually owned registered investment adviser operating out of Illinois. The firm focuses on working with individuals and families, offering financial planning and discretionary portfolio management for individual and small-business clients. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The adviser is not structured as a capital allocator, does not emphasize ESG investing, and does not describe itself as a multi-state adviser.