Embree Financial Group

Firm record

As recorded in SEC IAPD

Firm CRD

108233

SEC number

801-63489

Firm type

RIA

Assets under management

$2.6B as of Feb 13, 2026

Website

www.linkedin.com/COMPANY/EMBREE-FINANCIAL-GROUP ↗

Phone

312-527-5565

Address

440 N Wells St, Chicago, IL, 60654

Advisors at this firm

14 in our index · page 1 of 1

• Jennifer CliffordCRD 6621120 · Chicago, IL
  IA Registered
• Patrick CortazzoCRD 6865265 · Trafford, PA
  IA Registered
• Lara Michelle DaltonCRD 5496578 · Chicago, IL
  IA Registered
• Nick T. DemopoulosCRD 1461593 · Hinsdale, IL
  IA Registered
• Samantha DavidsonCRD 6753155 · Chicago, IL
  IA Registered
• Paul Moody EmbreeCRD 1714334 · Chicago, IL
  IA Registered
• William Ernster EmbreeCRD 1623427 · Chicago, IL
  IA RegisteredRegistration inactive
• Andrew James FarinelliCRD 6355958 · Chicago, IL
  IA RegisteredRegistration inactive
• Jared Milton FunkCRD 5800670 · Chicago, IL
  IA RegisteredRegistration inactive
• James J KarabasCRD 1296427 · Chicago, IL
  IA Registered
• Andrew NighCRD 6078615 · Chicago, IL
  IA RegisteredRegistration inactive
• Michael David PeartCRD 6507793 · Chicago, IL
  IA RegisteredRegistration inactive
• Cooper Jeffrey PerryCRD 6667132 · Chicago, IL
  IA RegisteredRegistration inactive
• Matthew Lee StadlerCRD 1847690 · Chicago, IL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.