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Managing Member/chief Compliance Officer · E & G Advisors, LLC

Adam G Gracely

CRD 5238247 · Named on Form ADV at one SEC-registered adviser

At a glance

E & G Advisors, LLC, an SEC-registered wealth manager based in Houston, TX with $707 million in regulatory assets, lists Adam G Gracely on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • E & G Advisors, LLCManaging Member/chief Compliance OfficerWealth manager · Houston, TX · $707M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.