AdvisorOS Directory
Claim Profile
Unclaimed Profile
AG

Adam G Gracely

E & G ADVISORS, LP·HOUSTON, Texas
Series 65Clean record19 years registeredE & 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

E & G ADVISORS, LLC
Oct 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 25, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
E & G ADVISORS, LP
CRD 130550 · SEC 801-79699
AUM
$519M
Regulatory assets under management
Employees
4
733 client accounts
Services offered by E & G ADVISORS, LP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at E & G ADVISORS, LP →
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 →

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 AdvisorsAre you this advisor? Claim profile
05

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 →

Other Advisors at E & G ADVISORS, LP

Mark Emory Easley
HOUSTON, TX

More Advisors in HOUSTON, Texas

Julia Justice Cauthorn
CHILTON CAPITAL MANAGEMENT LLC·HOUSTON, TX
Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Sviataslau Mastouski
MOST CAPITAL LLC·HOUSTON, TX
John Kenneth Bruno
GFS ADVISORS LLC·HOUSTON, TX
Norman Carl Jr Grant
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
CFP
Robert Claus Arthur Benjamin
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile