EGI FINANCIAL, INC.

Overview

EGI Financial, Inc. is a small, privately owned RIA that focuses on financial planning and discretionary portfolio management for individuals and small businesses, while also operating as an insurance broker. The firm charges clients on a percentage-of-assets-under-management basis and for some engagements via hourly fees. Since registering with the SEC in 2018, EGI Financial has shown a clear tilt toward publicly traded equities as the primary allocation for clients, running separately managed account (SMA) strategies alongside traditional pooled vehicles. The client base is concentrated on individual and family relationships rather than institutional mandates. The firm is not positioned as a pension consultant or capital allocator and does not identify as an active ESG investor. Given its business mix — advisory services combined with insurance brokerage — EGI Financial typically blends investment management with insurance and planning solutions for wealth preservation and household-level goals.

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