DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E•• I••••••••• G••••• L••
Latest filing Mar 5, 2026
First filing on the tape May 11, 2015 · 26 filings
SEC status approved since May 29, 2015
RAUM
$506M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$126M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$506M as of Mar 5, 2026
Mar 30, 2016$27.8M then
HNW client RAUM: no history
State-registered IARs (5.B.3)4 as of Mar 5, 2026
Mar 30, 20163 then
Employees (5.A)4 as of Mar 5, 2026
Mar 30, 20163 then
Private funds: no history
RAUM +130% over the last fiscal year+81% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 5, 2026; every figure names its basis
- RAUM per advisor
- $126MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $506MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +130%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$506M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W•••••• J••••• V••••••• | Philadelphia, Pa | May 6, 2020 | 15 y | 0 |
| E••••• A•••• B••• | Philadelphia, Pa | May 14, 2020 | 15 y | 0 |
| J•••• W• R••• | Philadelphia, Pa | May 19, 2020 | 13 y | 0 |
| A•••• S•••••• H••••• | Bala Cynwyd, Pa | Feb 3, 2023 | 18 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- R••••• J••••• B•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Sep 21, 2020 · Other
Joined, latest
- A•••• S•••••• H••••• from R•••• B•••• I••••••••Feb 23, 2017 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••••••••• O••••••••• F•••• L•no longer reported | Hedge Fund | $945,000 | 9 | May 11, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B•••• E•••••• A•••• · Non-Executive Chairmancontrolsince 11/2022 · owns 25% to 50%
- R•••• J••••• W• · Presidentcontrolsince 11/2022 · owns 25% to 50%
- V•••••••• W••••••• J••••• · Chief Investment Officer & Chief Compliance Officercontrolsince 11/2022 · owns 25% to 50%
Related persons
Schedule D 7.A
- E••••••• E•• R••• S•••••••• L••investment advisery
Advisers that list E•• I••••••••• G••••• L•• as a related person
- 312382 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Philadelphia, Pa | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 5, 2026RAUM (Item 5.F) moved from $219,602,003 to $505,976,037 (+130.0%) between the annual amendments of 2025-03-03 and 2026-03-05; the peer median change was +8.0% (673 comparable advisers, 96.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 96% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $220M to $506MMar 3, 2025 to Mar 5, 2026
- RAUM · $220M to $506MMar 3, 2025 to Mar 5, 2026
- Advisory activities · 1 to 2Dec 23, 2024 to Mar 3, 2025
- Financial planning clients · 0 to 0Dec 23, 2024 to Mar 3, 2025
- Discretionary RAUM · $136M to $220MDec 23, 2024 to Mar 3, 2025
- RAUM · $136M to $220MDec 23, 2024 to Mar 3, 2025
- HQ city · PHILADELPHIA to BALA CYNWYDMar 29, 2024 to Sep 6, 2024
- Advisory activities · 3 to 1Mar 27, 2023 to Mar 29, 2024
- BD registered reps · 2 to 1Mar 27, 2023 to Mar 29, 2024
- Discretionary RAUM · $85.9M to $136MMar 27, 2023 to Mar 29, 2024
- RAUM · $85.9M to $136MMar 27, 2023 to Mar 29, 2024
- Financial planning clients · unset to 0Dec 9, 2022 to Mar 27, 2023
- Discretionary RAUM · $85.0M to $85.9MDec 9, 2022 to Mar 27, 2023
- RAUM · $85.0M to $85.9MDec 9, 2022 to Mar 27, 2023
- Advisory employees · 5 to 4Mar 29, 2022 to Dec 9, 2022
- BD registered reps · 5 to 2Mar 29, 2022 to Dec 9, 2022
- Employees · 5 to 4Mar 29, 2022 to Dec 9, 2022
- Discretionary RAUM · $76.4M to $85.0MMar 29, 2022 to Dec 9, 2022
- RAUM · $76.4M to $85.0MMar 29, 2022 to Dec 9, 2022
- Accounts · 2 to 1Mar 14, 2021 to Mar 29, 2022
- Discretionary RAUM · $78.2M to $76.4MMar 14, 2021 to Mar 29, 2022
- RAUM · $78.2M to $76.4MMar 14, 2021 to Mar 29, 2022
- Accounts · 5 to 2Mar 19, 2020 to Mar 14, 2021
- BD registered reps · 6 to 5Mar 19, 2020 to Mar 14, 2021
- Employees · 6 to 5Mar 19, 2020 to Mar 14, 2021
- State-registered IARs · 3 to 4Mar 19, 2020 to Mar 14, 2021
- Other offices · 2 to 0Mar 19, 2020 to Mar 14, 2021
- Discretionary RAUM · $93.8M to $78.2MMar 19, 2020 to Mar 14, 2021
- RAUM · $93.8M to $78.2MMar 19, 2020 to Mar 14, 2021
- Related adviser · false to trueMar 19, 2020 to Mar 14, 2021
- Advisory employees · 4 to 5Mar 29, 2019 to Mar 19, 2020
- BD registered reps · 4 to 6Mar 29, 2019 to Mar 19, 2020
- Employees · 5 to 6Mar 29, 2019 to Mar 19, 2020
- State-registered IARs · 4 to 3Mar 29, 2019 to Mar 19, 2020
- Other offices · 1 to 2Mar 29, 2019 to Mar 19, 2020
- Discretionary RAUM · $72.8M to $93.8MMar 29, 2019 to Mar 19, 2020
- RAUM · $72.8M to $93.8MMar 29, 2019 to Mar 19, 2020
- Accounts · 10 to 5Jan 22, 2019 to Mar 29, 2019
- Employees · 4 to 5Jan 22, 2019 to Mar 29, 2019
- Other offices · 0 to 1Jan 22, 2019 to Mar 29, 2019
Signals
2 dated events
- E•• I••••••••• G••••• L•• reported RAUM $506.0M, up 130% from $219.6M (2025-03-03 to 2026-03-05)Mar 5, 2026 · RAUM change · derived
- E•• I••••••••• G••••• L•• filed its initial SEC registration (Form ADV)May 11, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eab-investmentreportedpublic record, Form ADV, Sep 18, 2026
- Website
- eabinvestmentgroup.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-583-0032reportedpublic record, Form ADV, Mar 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $126Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026