Unclaimed Profile

Adam G Gracely

E & G ADVISORS, LP·HOUSTON, Texas

Clean recordE & G ADVISORS, LP

2000 WEST LOOP SOUTH, HOUSTON, TX 77027CRD# 5238247Firm CRD# 130550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam G Gracely · HOUSTON, TX

Registration

CRD #5238247 · E & G ADVISORS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam G Gracely is a registered financial advisor based in HOUSTON, Texas, affiliated with E & G ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

E & G ADVISORS, LP

AUM

$519M

Regulatory assets under management

Employees

Total firm employees

View all advisors at E & G ADVISORS, LP →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5238247

Firm CRD# 130550

View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam G Gracely offer?

Adam G Gracely specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Adam G Gracely's credentials?

Adam G Gracely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam G Gracely located?

Adam G Gracely is based in HOUSTON, Texas, working with E & G ADVISORS, LP. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Adam G Gracely charge for services?

Adam G Gracely's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is E & G ADVISORS, LP?

E & G ADVISORS, LP has approximately 4 employees and manages $519M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →