EMBREE FINANCIAL GROUP
CRD #108233 SEC #801-63489 CHICAGO, IL 312-527-5565
SEC Registered
Total AUM
$2.3B
Discretionary
$2.1B
Employees
19
Clients
101
Accounts
2,363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.3B | $2.1B | $152.6M | 19 | 0 |
| Jun 2025 | $2.3B | $2.1B | $152.6M | 18 | 0 |
| Feb 2025 | $2.3B | $2.1B | $152.6M | 18 | 0 |
| Feb 2025 | $2.3B | $2.1B | $152.6M | 18 | 0 |
| Feb 2025 | $2.3B | $2.1B | $152.6M | 18 | 0 |
| Jan 2025 | $2B | $1.8B | $195.3M | 20 | 0 |
| Dec 2024 | $2B | $1.8B | $195.3M | 19 | 0 |
| Sep 2024 | $2B | $1.8B | $195.3M | 19 | 0 |
| Aug 2024 | $2B | $1.8B | $195.3M | 18 | 0 |
| Apr 2024 | $2B | $1.8B | $195.3M | 17 | 0 |
| Apr 2024 | $2B | $1.8B | $195.3M | 17 | 0 |
| Mar 2024 | $2B | $1.8B | $195.3M | 17 | 0 |
| Jun 2023 | $1.6B | $708.5M | $919.1M | 17 | 0 |
| Feb 2023 | $1.6B | $708.5M | $919.1M | 14 | 0 |
| Mar 2022 | $1.8B | $738M | $1.1B | 15 | 441 |
| Mar 2021 | $1.5B | $577.5M | $911.3M | 11 | 441 |
| Mar 2020 | $1.2B | $477.8M | $746.2M | 11 | 0 |
| Mar 2019 | $1B | $352.3M | $648.8M | 11 | 0 |
| Mar 2018 | $1B | $336.5M | $695.3M | 6 | 0 |
| Feb 2017 | $826.5M | $262.5M | $564M | 6 | 282 |
| Jun 2016 | $625M | $350M | $275M | 9 | 250 |
| Apr 2016 | $625M | $350M | $275M | 9 | 250 |
| Mar 2016 | $625M | $350M | $275M | 9 | 250 |
| Mar 2016 | $625M | $350M | $275M | 9 | 250 |
| Mar 2015 | $625M | $350M | $275M | 6 | 250 |
| Mar 2014 | $600M | $300M | $300M | 6 | 200 |
| Mar 2013 | $350M | $175M | $175M | 6 | 200 |
| Feb 2012 | $350M | $175M | $175M | 1 | 200 |
| Aug 2011 | $300M | $125M | $175M | 5 | -- |
| Jun 2011 | $300M | $125M | $175M | 5 | -- |
| May 2011 | $300M | $125M | $175M | 5 | -- |
| Jan 2011 | $300M | $125M | $175M | 5 | -- |
| Jul 2009 | $170M | $160M | $10M | 5 | -- |
| Mar 2009 | $170M | $160M | $10M | 5 | -- |
| Jan 2008 | $52M | $22M | $30M | 5 | -- |
| May 2007 | $115M | $110M | $5M | 5 | -- |
| Mar 2006 | $115M | $110M | $5M | 5 | -- |
| Sep 2005 | $57M | $47M | $10M | 5 | -- |
| Aug 2004 | $57M | $47M | $10M | 5 | -- |
DateDec 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$152.6M
Employees19
Clients0
DateJun 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$152.6M
Employees18
Clients0
DateFeb 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$152.6M
Employees18
Clients0
DateFeb 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$152.6M
Employees18
Clients0
DateFeb 2025
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$152.6M
Employees18
Clients0
DateJan 2025
Total AUM$2B
Discretionary$1.8B
Non-Disc.$195.3M
Employees20
Clients0
DateDec 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$195.3M
Employees19
Clients0
DateSep 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$195.3M
Employees19
Clients0
DateAug 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$195.3M
Employees18
Clients0
DateApr 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$195.3M
Employees17
Clients0
DateApr 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$195.3M
Employees17
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.8B
Non-Disc.$195.3M
Employees17
Clients0
DateJun 2023
Total AUM$1.6B
Discretionary$708.5M
Non-Disc.$919.1M
Employees17
Clients0
DateFeb 2023
Total AUM$1.6B
Discretionary$708.5M
Non-Disc.$919.1M
Employees14
Clients0
DateMar 2022
Total AUM$1.8B
Discretionary$738M
Non-Disc.$1.1B
Employees15
Clients441
DateMar 2021
Total AUM$1.5B
Discretionary$577.5M
Non-Disc.$911.3M
Employees11
Clients441
DateMar 2020
Total AUM$1.2B
Discretionary$477.8M
Non-Disc.$746.2M
Employees11
Clients0
DateMar 2019
Total AUM$1B
Discretionary$352.3M
Non-Disc.$648.8M
Employees11
Clients0
DateMar 2018
Total AUM$1B
Discretionary$336.5M
Non-Disc.$695.3M
Employees6
Clients0
DateFeb 2017
Total AUM$826.5M
Discretionary$262.5M
Non-Disc.$564M
Employees6
Clients282
DateJun 2016
Total AUM$625M
Discretionary$350M
Non-Disc.$275M
Employees9
Clients250
DateApr 2016
Total AUM$625M
Discretionary$350M
Non-Disc.$275M
Employees9
Clients250
DateMar 2016
Total AUM$625M
Discretionary$350M
Non-Disc.$275M
Employees9
Clients250
DateMar 2016
Total AUM$625M
Discretionary$350M
Non-Disc.$275M
Employees9
Clients250
DateMar 2015
Total AUM$625M
Discretionary$350M
Non-Disc.$275M
Employees6
Clients250
DateMar 2014
Total AUM$600M
Discretionary$300M
Non-Disc.$300M
Employees6
Clients200
DateMar 2013
Total AUM$350M
Discretionary$175M
Non-Disc.$175M
Employees6
Clients200
DateFeb 2012
Total AUM$350M
Discretionary$175M
Non-Disc.$175M
Employees1
Clients200
DateAug 2011
Total AUM$300M
Discretionary$125M
Non-Disc.$175M
Employees5
Clients--
DateJun 2011
Total AUM$300M
Discretionary$125M
Non-Disc.$175M
Employees5
Clients--
DateMay 2011
Total AUM$300M
Discretionary$125M
Non-Disc.$175M
Employees5
Clients--
DateJan 2011
Total AUM$300M
Discretionary$125M
Non-Disc.$175M
Employees5
Clients--
DateJul 2009
Total AUM$170M
Discretionary$160M
Non-Disc.$10M
Employees5
Clients--
DateMar 2009
Total AUM$170M
Discretionary$160M
Non-Disc.$10M
Employees5
Clients--
DateJan 2008
Total AUM$52M
Discretionary$22M
Non-Disc.$30M
Employees5
Clients--
DateMay 2007
Total AUM$115M
Discretionary$110M
Non-Disc.$5M
Employees5
Clients--
DateMar 2006
Total AUM$115M
Discretionary$110M
Non-Disc.$5M
Employees5
Clients--
DateSep 2005
Total AUM$57M
Discretionary$47M
Non-Disc.$10M
Employees5
Clients--
DateAug 2004
Total AUM$57M
Discretionary$47M
Non-Disc.$10M
Employees5
Clients--