ECONOLOGICS FINANCIAL ADVISORS, LLC
Legal name: ECONOLOGICS FINANCIAL ADVISORS
CRD #125738 SEC #801-79018 LARGO, FL 727-588-1540
SEC Registered
Total AUM
$140.8M
Discretionary
$140.8M
Employees
18
Clients
251
Accounts
525
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $140.8M | $140.8M | $0 | 18 | 208 |
| Feb 2025 | $140.8M | $140.8M | $0 | 18 | 208 |
| Jan 2025 | $114.2M | $114.2M | $0 | 17 | 186 |
| Jul 2024 | $114.2M | $114.2M | $0 | 17 | 186 |
| Jul 2024 | $114.2M | $114.2M | $0 | 17 | 186 |
| Mar 2024 | $114.2M | $114.2M | $0 | 17 | 186 |
| Feb 2024 | $84.8M | $84.8M | $0 | 19 | 191 |
| Jan 2024 | $84.8M | $84.8M | $0 | 19 | 191 |
| Dec 2023 | $84.8M | $84.8M | $0 | 19 | 191 |
| Jul 2023 | $84.8M | $84.8M | $0 | 19 | 191 |
| May 2023 | $84.8M | $84.8M | $0 | 19 | 191 |
| Mar 2023 | $84.8M | $84.8M | $0 | 19 | 191 |
| Feb 2023 | $75.9M | $75.9M | $0 | 19 | 201 |
| Jan 2023 | $75.9M | $75.9M | $0 | 19 | 201 |
| Jan 2023 | $75.9M | $75.9M | $0 | 19 | 201 |
| Dec 2022 | $75.9M | $75.9M | $0 | 19 | 201 |
| Apr 2022 | $75.9M | $75.9M | $0 | 19 | 201 |
| Mar 2022 | $75.9M | $75.9M | $0 | 19 | 201 |
| Dec 2021 | $23.5M | $23.5M | $0 | 20 | 218 |
| Sep 2021 | $23.5M | $23.5M | $0 | 20 | 218 |
| Aug 2021 | $23.5M | $23.5M | $0 | 20 | 218 |
| Jul 2021 | $23.5M | $23.5M | $0 | 20 | 218 |
| Jun 2021 | $23.5M | $23.5M | $0 | 20 | 218 |
| Apr 2021 | $23.5M | $23.5M | $0 | 20 | 218 |
| Mar 2021 | $23.5M | $23.5M | $0 | 20 | 218 |
| Feb 2021 | $9.7M | $3.7M | $6M | 15 | 203 |
| Jan 2021 | $9.7M | $3.7M | $6M | 15 | 203 |
| Dec 2020 | $9.7M | $3.7M | $6M | 15 | 203 |
| Jul 2020 | $9.7M | $3.7M | $6M | 15 | 203 |
| Jun 2020 | $9.7M | $3.7M | $6M | 15 | 203 |
| May 2020 | $9.7M | $3.7M | $6M | 15 | 203 |
| Mar 2020 | $9.7M | $3.7M | $6M | 15 | 203 |
| Feb 2020 | $3.2M | $0 | $3.2M | 10 | 203 |
| Dec 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Dec 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Aug 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Jul 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Apr 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Apr 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Apr 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Mar 2019 | $3.2M | $0 | $3.2M | 10 | 203 |
| Dec 2018 | $3.5M | $0 | $3.5M | 10 | 175 |
| May 2018 | $3.5M | $0 | $3.5M | 10 | 175 |
| Mar 2018 | $3.5M | $0 | $3.5M | 10 | 175 |
| Apr 2017 | $7.7M | $0 | $7.7M | 9 | 200 |
| Mar 2017 | $7.7M | $0 | $7.7M | 9 | 200 |
| Mar 2016 | $9.4M | $0 | $9.4M | 7 | 200 |
| May 2015 | $0 | $0 | $0 | 7 | 200 |
| Mar 2015 | $0 | $0 | $0 | 7 | 200 |
| Aug 2014 | $7M | $0 | $7M | 4 | 11 |
| Jan 2014 | $7M | $0 | $7M | 4 | 11 |
| Dec 2013 | $7M | $0 | $7M | 4 | 11 |
DateMar 2025
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees18
Clients208
DateFeb 2025
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees18
Clients208
DateJan 2025
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees17
Clients186
DateJul 2024
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees17
Clients186
DateJul 2024
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees17
Clients186
DateMar 2024
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees17
Clients186
DateFeb 2024
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees19
Clients191
DateJan 2024
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees19
Clients191
DateDec 2023
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees19
Clients191
DateJul 2023
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees19
Clients191
DateMay 2023
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees19
Clients191
DateMar 2023
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees19
Clients191
DateFeb 2023
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees19
Clients201
DateJan 2023
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees19
Clients201
DateJan 2023
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees19
Clients201
DateDec 2022
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees19
Clients201
DateApr 2022
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees19
Clients201
DateMar 2022
Total AUM$75.9M
Discretionary$75.9M
Non-Disc.$0
Employees19
Clients201
DateDec 2021
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees20
Clients218
DateSep 2021
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees20
Clients218
DateAug 2021
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees20
Clients218
DateJul 2021
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees20
Clients218
DateJun 2021
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees20
Clients218
DateApr 2021
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees20
Clients218
DateMar 2021
Total AUM$23.5M
Discretionary$23.5M
Non-Disc.$0
Employees20
Clients218
DateFeb 2021
Total AUM$9.7M
Discretionary$3.7M
Non-Disc.$6M
Employees15
Clients203
DateJan 2021
Total AUM$9.7M
Discretionary$3.7M
Non-Disc.$6M
Employees15
Clients203
DateDec 2020
Total AUM$9.7M
Discretionary$3.7M
Non-Disc.$6M
Employees15
Clients203
DateJul 2020
Total AUM$9.7M
Discretionary$3.7M
Non-Disc.$6M
Employees15
Clients203
DateJun 2020
Total AUM$9.7M
Discretionary$3.7M
Non-Disc.$6M
Employees15
Clients203
DateMay 2020
Total AUM$9.7M
Discretionary$3.7M
Non-Disc.$6M
Employees15
Clients203
DateMar 2020
Total AUM$9.7M
Discretionary$3.7M
Non-Disc.$6M
Employees15
Clients203
DateFeb 2020
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateDec 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateDec 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateAug 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateJul 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateApr 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateApr 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateApr 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateMar 2019
Total AUM$3.2M
Discretionary$0
Non-Disc.$3.2M
Employees10
Clients203
DateDec 2018
Total AUM$3.5M
Discretionary$0
Non-Disc.$3.5M
Employees10
Clients175
DateMay 2018
Total AUM$3.5M
Discretionary$0
Non-Disc.$3.5M
Employees10
Clients175
DateMar 2018
Total AUM$3.5M
Discretionary$0
Non-Disc.$3.5M
Employees10
Clients175
DateApr 2017
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees9
Clients200
DateMar 2017
Total AUM$7.7M
Discretionary$0
Non-Disc.$7.7M
Employees9
Clients200
DateMar 2016
Total AUM$9.4M
Discretionary$0
Non-Disc.$9.4M
Employees7
Clients200
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients200
DateAug 2014
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees4
Clients11
DateJan 2014
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees4
Clients11
DateDec 2013
Total AUM$7M
Discretionary$0
Non-Disc.$7M
Employees4
Clients11