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
Firm Details
- Organization Type
- Other (specify) (S CORPORATION)
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Davidson, Samantha | I | CHIEF COMPLIANCE OFFICER | NA | |
| Davidson, Samantha | I | CHIEF COMPLIANCE OFFICER | NA | |
| Davidson, Samantha | I | CHIEF COMPLIANCE OFFICER | NA | |
| Davidson, Samantha | I | CHIEF COMPLIANCE OFFICER | NA | |
| Davidson, Samantha | I | CHIEF COMPLIANCE OFFICER | NA | |
| Davidson, Samantha | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| KARABAS, JAMES, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| EMBREE, PAUL, MOODY | I | PRESIDENT | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| EMBREE, PAUL, MOODY | I | CEO | E | Control |
| PAUL M EMBREE | DE | PRESIDENT AND COMPLIANCE OFFICER | E | Control |
| PAUL M EMBREE | DE | PRESIDENT AND COMPLIANCE OFFICER | E | Control |
| PAUL M EMBREE | DE | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (23)
AZ CA CO CT FL IA IL IN KS MI NC NH NJ NY OH OR PA SC TN TX VA WA WI
Address
440 N WELLS STSUITE 530
CHICAGO, IL 60654
United States
Phone: 312-527-5565