E J Financial Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EJ Financial Corporation provides investment advice and related finance and technology consulting to individuals, trusts, estates, charitable organizations and corporate clients. The firm advises on stocks, bonds, mutual funds, options and other securities and also arranges access to managed‑account programs through third‑party money managers.
Its investment approach combines quantitative and economic analysis to identify undervalued loans and securities and to set long‑term asset allocation, with flexibility for shorter‑term trading or use of margin and options when appropriate. The adviser routinely offers non‑discretionary services in which it provides recommendations while clients execute trades and pay trading fees, alongside discretionary management for other accounts.
Compared with many peers, EJ Financial regularly conducts educational seminars or workshops and provides financial and technology consultations to private companies and government entities, activities that are less common among investment managers. The firm also selects and monitors third‑party advisers for some client mandates and accepts a mix of compensation arrangements — including trading‑based fees and fee‑for‑service engagements — rather than relying solely on a standard asset‑based fee model.
Client services
Expertise
Fee options
Nominal fees may be charged for educational seminars/workshops to cover expenses.
0.2% to 2.0% (negotiable based on account size and discretion)
Trading fees charged in addition to advisory fees for non-discretionary clients; fees disclosed in advisory contracts.
Hourly charges reported in SEC Part 1, but not specifically detailed in brochure.
Account minimum: $50,000
Main office
Ashburn VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
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