E
E. Batoff & Co., Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$246,000,000
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$27,333,333
About
E. Batoff & Co., Inc. provides long-term portfolio management for individuals, trusts, limited liability companies, partnerships, profit‑sharing plans and retirement plans, offering both discretionary and non‑discretionary services. The firm invests primarily through index and passive mutual funds and ETFs, while also employing actively managed funds and individual securities when appropriate to meet clients’ long‑term objectives.
EBCO’s investment approach emphasizes diversified, targeted asset allocations designed to capture historic risk premiums and is tailored to each client’s risk tolerance and objectives. Accounts are reviewed and monitored daily by the firm’s principal and clients receive at least quarterly reporting; the firm does not charge performance‑based fees.
The firm operates with a single principal and a very small client base, resulting in an unusually high level of assets under management per advisor relative to peers. The principal’s legal education (J.D. and Master of Laws in Taxation) is an uncommon background for a firm of this size and appears in the brochure as a distinguishing attribute; EBCO also discloses that it does not take custody of client assets and typically uses Charles Schwab as custodian.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
Possible one-time set-up fee, agreed upon in advance
$0 - $25,000,000: 0.40% $25,000,000 - $50,000,000: 0.30% $50,000,000+: 0.20% $0 - $20,000,000: 0.30% (for clients invested solely in fixed income securities) $20,000,000+: 0.25% (for clients invested solely in fixed income securities)
Minimum fee: $4,000 per year minimum fee Fee-only: Fee-only compensation; no commissions
Main office location
E. Batoff & Co., Inc.
1401 E 22 Nd Ave
Tampa FL 33605, United States
Number of offices
1
Most active in
E. Batoff & Co., Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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