EAN Equity Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$144,680,225
Total clients
64
59% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
64
Average account size
$2,260,629
About
The firm provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2025 it managed approximately $144.7 million for roughly 59 clients, with a substantial portion (~$67.4 million) managed on a non-discretionary basis.
Its investment approach emphasizes strategic and tactical asset allocation across actively managed funds, passive index funds and ETFs, and individual securities, using fundamental analysis as the primary security-analysis method while employing charting and technical or cyclical analysis when appropriate. The firm prepares written financial plans, offers limited-scope hourly consulting, and accepts discretionary authority but often seeks client concurrence on trades when a blanket trading authorization is not in place.
The firm is atypical among independents in operating an affiliated tax-preparation practice and charging separately for tax services, and the principal holds multiple advanced professional credentials (including CPA/PFS and CFP and CFA designations). It also recommends independent money managers through custodial programs and conducts comprehensive, family-inclusive financial reviews, which may extend to clients’ children and broader estate and trust planning.
Client services
Expertise
Fee options
$4,000 flat fee for financial plans
0.75% per year, billed quarterly in advance
Up to $200 per hour, or negotiated rate or fixed fee amount
Main office location
EAN Equity Financial Services LLC
Leesburg VA, United States
Number of offices
1
Most active in
Florida · Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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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