E J Financial Corp.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,101,485
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
EJ Financial Corporation provides investment advice and related finance and technology consulting to individuals, trusts, estates, charitable organizations and corporate clients. The firm advises on stocks, bonds, mutual funds, options and other securities and also arranges access to managed‑account programs through third‑party money managers.
Its investment approach combines quantitative and economic analysis to identify undervalued loans and securities and to set long‑term asset allocation, with flexibility for shorter‑term trading or use of margin and options when appropriate. The adviser routinely offers non‑discretionary services in which it provides recommendations while clients execute trades and pay trading fees, alongside discretionary management for other accounts.
Compared with many peers, EJ Financial regularly conducts educational seminars or workshops and provides financial and technology consultations to private companies and government entities, activities that are less common among investment managers. The firm also selects and monitors third‑party advisers for some client mandates and accepts a mix of compensation arrangements — including trading‑based fees and fee‑for‑service engagements — rather than relying solely on a standard asset‑based fee model.
Client services
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Nominal fees may be charged for educational seminars/workshops to cover expenses.
0.2% to 2.0% (negotiable based on account size and discretion)
Trading fees charged in addition to advisory fees for non-discretionary clients; fees disclosed in advisory contracts.
Hourly charges reported in SEC Part 1, but not specifically detailed in brochure.
Account minimum: $50,000
Main office location
E J Financial Corp.
Ashburn VA, United States
Number of offices
1
Most active in
E J Financial Corp. has reported serving >5 clients in these states in the last 12 months.
Virginia
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")