Eggz

Overview

Eggz is a corporate investment adviser that identifies as a newly formed SEC-registered adviser (registration year listed as 2026) and is owned by an individual. Its stated advisory activity is portfolio management for individuals and small businesses. The firm charges either a percentage-of-assets fee or fixed fees. It is classified as unclassified in the snapshot data, is not registered as a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor. The firm is not listed as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives