E
EEE Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$350,855
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$50,122
About
EEE Financial serves individual and family clients, providing discretionary portfolio management as its primary advisory service. In addition to investment advice, the firm offers accounting services to individuals and small businesses, including tax preparation and bookkeeping.
The firm constructs customized strategies grounded in modern portfolio theory, emphasizing strategic asset allocation, diversified ETFs and selective individual securities, tax-efficient techniques, dollar‑cost averaging and occasional tax‑loss harvesting. Investment recommendations are tailored using client-provided information gathered via questionnaires, email, phone or meetings, and portfolio management requires clients to grant discretionary trading authority while allowing clients to choose their custodian.
A distinctive aspect of the firm is that its principal is a licensed CPA and the firm actively provides accounting and tax services, dedicating roughly five hours per week to those activities. The adviser operates as a fee‑only fiduciary, commonly recommends Interactive Brokers for low-cost trading, maintains limited (“constructive”) custody at that custodian solely for fee withdrawals, and does not vote client proxies.
Client services
Portfolio management
Expertise
Tax-loss harvesting
Fee options
1%
Fee-only: Fee-only; no commissions or other compensation
Main office location
EEE Financial LLC
Arlington VA, United States
Number of offices
1
Most active in
EEE Financial LLC 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 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.
Forms ADV
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