EGI FINANCIAL, INC.
CRD #120607 SEC #801-112725 AKRON, OH 330-374-1932
SEC Registered
Total AUM
$299.3M
Discretionary
$279.8M
Employees
8
Clients
10
Accounts
291
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| INGRAHAM, EDGAR, GREY | I | PRESIDENT | E | Control |
| INGRAHAM, EDGAR, GREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| INGRAHAM, EDGAR, GREY | I | PRESIDENT | E | Control |
| INGRAHAM, EDGAR, GREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| INGRAHAM, EDGAR, GREY | I | PRESIDENT | E | Control |
| INGRAHAM, EDGAR, GREY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
| THOMAS, JEFFREY, CRAIG | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, JEFFREY, CRAIG | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (2)
MA OH
Address
50 SOUTH MAIN STREETSUITE 1210
AKRON, OH 44308-1831
United States
Phone: 330-374-1932