EATON FINANCIAL HOLDINGS COMPANY, LLC
Legal name: EATON FINANCIAL GROUP
CRD #316323 SEC #801-122301 CORAL SPRINGS, FL 954-575-9323
SEC Registered
Total AUM
$389.1M
Discretionary
$389.1M
Employees
4
Clients
251
Accounts
1,283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $389.1M | $389.1M | $0 | 4 | 0 |
| Feb 2025 | $389.1M | $389.1M | $0 | 4 | 0 |
| Jan 2025 | $432.8M | $432.8M | $0 | 4 | 0 |
| Aug 2024 | $432.8M | $432.8M | $0 | 5 | 0 |
| Aug 2024 | $432.8M | $432.8M | $0 | 5 | 0 |
| Mar 2024 | $432.8M | $432.8M | $0 | 12 | 0 |
| Mar 2024 | $432.8M | $432.8M | $0 | 12 | 0 |
| Mar 2024 | $322.4M | $318.7M | $3.7M | 12 | 1 |
| Jan 2024 | $322.4M | $318.7M | $3.7M | 12 | 1 |
| Nov 2023 | $322.4M | $318.7M | $3.7M | 11 | 1 |
| Oct 2023 | $322.4M | $318.7M | $3.7M | 12 | 1 |
| Sep 2023 | $322.4M | $318.7M | $3.7M | 12 | 1 |
| Jul 2023 | $322.4M | $318.7M | $3.7M | 12 | 1 |
| Jun 2023 | $322.4M | $318.7M | $3.7M | 12 | 1 |
| Apr 2023 | $322.4M | $318.7M | $3.7M | 12 | 1 |
| Mar 2023 | $322.4M | $318.7M | $3.7M | 11 | 1 |
| Feb 2023 | $322.4M | $318.7M | $3.7M | 10 | 1 |
| Feb 2023 | $133.5M | $133.5M | $0 | 10 | 20 |
| Jan 2023 | $133.5M | $133.5M | $0 | 8 | 20 |
| Nov 2022 | $133.5M | $133.5M | $0 | 8 | 20 |
| Nov 2022 | $133.5M | $133.5M | $0 | 7 | 20 |
| Oct 2022 | $133.5M | $133.5M | $0 | 3 | 20 |
| Aug 2022 | $133.5M | $133.5M | $0 | 3 | 20 |
| Aug 2022 | $133.5M | $133.5M | $0 | 3 | 20 |
| Jul 2022 | $133.5M | $133.5M | $0 | 3 | 20 |
| Apr 2022 | $133.5M | $133.5M | $0 | 3 | 20 |
| Jan 2022 | $133.5M | $133.5M | $0 | 3 | 20 |
| Jan 2022 | $133.5M | $133.5M | $0 | 3 | 20 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$389.1M
Discretionary$389.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$432.8M
Discretionary$432.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$432.8M
Discretionary$432.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2024
Total AUM$432.8M
Discretionary$432.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$432.8M
Discretionary$432.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$432.8M
Discretionary$432.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees12
Clients1
DateJan 2024
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees12
Clients1
DateNov 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees11
Clients1
DateOct 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees12
Clients1
DateSep 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees12
Clients1
DateJul 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees12
Clients1
DateJun 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees12
Clients1
DateApr 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees12
Clients1
DateMar 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees11
Clients1
DateFeb 2023
Total AUM$322.4M
Discretionary$318.7M
Non-Disc.$3.7M
Employees10
Clients1
DateFeb 2023
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees10
Clients20
DateJan 2023
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees8
Clients20
DateNov 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees8
Clients20
DateNov 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees7
Clients20
DateOct 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients20
DateAug 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients20
DateAug 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients20
DateJul 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients20
DateApr 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients20
DateJan 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients20
DateJan 2022
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees3
Clients20
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0