Eggz

1 registered advisors · 0 reported ETFs · $0 reported ETF value · $0 regulatory AUM

Eggz is an investment adviser that files Form ADV with the SEC in Charlemont, MA, with 1 registered advisors, reporting $0 in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-01-06 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Clients per advisor0LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-01-06. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED-120
Registered since
2026-01-13
SEC file number
801-135143
Form version
10/2021
Latest Form ADV filing
2026-01-06
Address
111 East Oxbow Road, Charlemont, MA 01370, United States
Phone
413-625-6356
Website
https://myeggz.com

Size

People and clients

Items 5.A through 5.D.

Employees
2
Registered advisors
1
Offices
1
Clients
0
Clients per advisor
0

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Total accounts
0

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Individuals and Small Businesses
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)

Source: SEC Form ADV filed by CRD 339061. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
111 East Oxbow RoadCharlemontMA1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.