Egi Financial, Inc.

CRD 120607 · Akron, OH · $348.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 120607
SEC number: 801-112725
Firm type: RIA
Assets under management: $348.7M as of Feb 13, 2026
Website: www.egifinancial.com ↗
Phone: 330-374-1932
Address: 50 South Main Street, Akron, OH, 44308-1831

Advisors at this firm

9 in our index · page 1 of 1

Robert William BerryCRD 849285 · Akron, OH

IA RegisteredBroker

Disclosure event(s) on record
Sara GibbsCRD 1571445 · Akron, OH

IA RegisteredBroker

Disclosure event(s) on record
Edgar Grey IngrahamCRD 1092775 · Akron, OH

IA RegisteredBroker
Tyler Alan KrummelCRD 6186806 · Akron, OH

IA RegisteredBroker
Michael David PrescottCRD 4269647 · Akron, OH

IA RegisteredBroker
Kenneth Robert ReevesCRD 1771786 · Akron, OH

IA RegisteredBroker

Disclosure event(s) on record
Diane Lynn SpencerCRD 814429 · Akron, OH

IA RegisteredBroker

Disclosure event(s) on record
Brian D VinceletteCRD 5584604 · Akron, OH

IA RegisteredBroker
Brian Keith WeinreichCRD 3166179 · Akron, OH

IA RegisteredBroker

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.

SEC IAPD record for firm CRD 120607 ↗ FINRA BrokerCheck record for firm CRD 120607 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.