Egsi Investment Management
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 171488
- Registered since
- July 17, 2026
- Website
- egsifinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals46.22%
- Pension & Profit Sharing Plans29.43%
- HNWI23.96%
- Charitable Organizations0.26%
- State / Municipal Government0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Egsi Investment Management is an independent, individually owned registered investment adviser that describes itself as a capital allocator serving both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services, and also operates as an insurance broker. It registered with the SEC in 2026 and identifies equities as its primary investment preference. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 4
Edward Siddell
FounderCRD 4652777
LeAnne Siddell
Director of Client ServicesCRD 8220123
Alexander Rye
Service AdvisorCRD 7990033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 5100 Parkcenter Ave
- Time zone
- ET (UTC-5)
- Office locations
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