Asset manager · Boise, ID
Echelon Group
Echelon Group, Inc. · SEC-registered investment adviser · CRD 333195 · SEC 801-131247
At a glance
Echelon Group is an SEC-registered investment adviser based in Boise, Idaho, with $265 million in regulatory assets under management as of its Form ADV filed June 22, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 85 individual clients. By Form ADV it is a asset manager, ranked 1,997th of 3,218 asset managers and 10,781st of 17,210 SEC-registered advisers by assets.
Main office 208-345-9944echelongroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $265M
- Rank among asset managers
- #1,997 of 3,218
- Rank among all SEC RIAs
- #10,781 of 17,210
- Rank in Idaho
- #38 of 54
- Individual clients
- 85
- High-net-worth clients
- 14
- Accounts
- 247
- Discretionary
- 65% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
Custody and brokerage
Broker-dealer
Hybrid RIA
Echelon Group is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed April 2026) names The Leaders Group as the broker-dealer its advisers are registered with.
KER-DEALER AFFILIATED Our Firm is not a broker-dealer, but some of the IARs are Registered Representatives of The Leaders Group, a full-service broker-dealer, member FINRA/SIPC, which compensates them for effecting securities transactions.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 26 | $209M | 79% |
| High-net-worth individuals | 14 | $31M | 12% |
| Individuals | 71 | $21M | 8% |
| Corporations or other businesses | 3 | $2M | <1% |
| State or municipal government entities | 1 | $1M | <1% |
Disciplinary disclosures
Echelon Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗echelongroup.com ↗
AtlasMembers
The full record on Echelon Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 897 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Echelon Group manage?
Echelon Group reports $265 million in regulatory assets under management across 247 accounts, 65% of it on a discretionary basis, on its Form ADV filed June 22, 2026.
What kind of firm is Echelon Group?
Echelon Group is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Echelon Group’s clients?
By assets, its largest client types are pension and profit sharing plans ($209 million, 26 clients); high-net-worth individuals ($31 million, 14 clients); individuals ($21 million, 71 clients).
Does Echelon Group have any disciplinary history?
Echelon Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Echelon Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →