Eubanks Financial

Overview

Eubanks Financial is a Florida-based, independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its client billing mixes AUM-based fees with fixed-fee arrangements. Investment activity centers on equities exposure, and the adviser does not position itself as a capital allocator or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices