This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$707MItem 5.F on the latest filing (2026-01-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$707M

Private client RAUM

$659MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$177Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

826

Individual clients

184

High net worth clients

168

SEC number

801-79699

CRD

130550

Filings on the tape

23

First filed

Mar 29, 2012

Latest filed

Jan 13, 2026

Succeeded

E & G ADVISORS, LPCRD 130550

Organised

Limited Liability Company, TX

Website

eandgadvisors.com

• Occurred

  Jan 13, 2026
  Succession filed (Item 4)

  E & G Advisors, Llc reported succeeding to the business of E & G Advisors, Lp (Form ADV Item 4)

  Form ADVobserved 6 days ago
• Occurred

  Apr 28, 2014
  First Form ADV filing

  E & G Advisors, Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:901c19ca-1369-2f98-d550-7961d22fa73b

First observed

Mar 29, 2012

Last observed

Jan 13, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.