E & G Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$658,650,273
Clients
352
Advisors
4
of 4 employees
About
E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, family limited partnerships, trusts, estates, corporations and charitable organizations, overseeing roughly $707 million in discretionary assets for a few hundred client relationships. The firm also offers retirement-plan advisory services to plan sponsors, including investment selection, monitoring of non‑managed lineups, and participant meetings when plan or lineup changes occur.
The firm’s investment approach combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis, deploying diversified allocations across equities, fixed-income, ETFs, mutual funds and other listed securities. Accounts are generally managed on a discretionary basis with the firm maintaining trading authority and a power of attorney for discretionary accounts; in limited cases it may employ margin or options strategies where suitable.
A notable characteristic is that a firm principal is licensed to practice law, though the firm does not provide legal services and directs clients to seek separate legal or tax advice when appropriate. E & G requires use of a specific qualified custodian and participates in that custodian’s institutional program, receiving operational and research services while clients retain custody of assets and responsibility for proxy voting.
Client services
Expertise
Fee options
E & G may enter into fixed fee arrangements with certain clients at the discretion of the CEO.
$0+: 0.30% +: up to 1.50%
Main office
2000 West Loop South, Suite 2011
Houston TX 77027
Advisors at this office
4
Most active in
Texas
Also doing business as
E & G Advisors Lp · E & G Advisors, LLC · E & G Advisors, Lp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeffrey D
Series 66
Houston, TX
E & G Advisors, LLC
Jeffrey Dastmalchian is a financial advisor with E & G Advisors, LLC in Houston, TX, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Merrill and Bank of America, N.A. He has been with E & G Advisors since 2018. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, family limited partnerships, trusts, estates, corporations, and charitable organizations, overseeing approximately $707 million in assets. The firm employs an investment approach that integrates Modern Portfolio Theory, macroeconomic analysis, and fundamental research across diversified asset classes.
Mark E
Series 63, Series 65
Houston, TX
E & G Advisors, LLC
Mark Easley is a financial advisor at E & G Advisors, LLC in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2003. Outside of his advisory role, Easley serves as a city municipal judge in Hedwig Village and Hunters Creek, Texas. E & G Advisors, LP provides discretionary portfolio management and retirement-plan advisory services to individuals, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach with a macroeconomic overlay and fundamental analysis, managing approximately $608 million in discretionary assets.
Saif O
Series 63, Series 65
Houston, TX
E & G Advisors, LLC
Saif Omer is a financial advisor at E & G Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with E & G Advisors since 2012. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, family limited partnerships, trusts, estates, corporations, and charitable organizations. The firm combines Modern Portfolio Theory with a macroeconomic overlay and fundamental analysis to manage diversified allocations across various securities, overseeing approximately $707 million in discretionary assets.
Adam G
Series 65
Houston, TX
E & G Advisors, LLC
Adam Gracely is a financial advisor at E & G Advisors, LLC in Houston, TX, holding a Series 65 designation with 20 years of industry experience. He has been with related entities of E & G Advisors since 2007. E & G Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and various types of trusts and organizations, managing approximately $707 million in assets. The firm combines Modern Portfolio Theory with macroeconomic and fundamental analysis to create diversified investment allocations, typically managing accounts on a discretionary basis.
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