Eca Investment Group Inc (York)

Name: Eca Investment Group Inc
Address: 224 St Charles Way, York, PA, 17402
Telephone: 717-718-1600

Eca Investment Group Inc is a large advisory firm based in York. It manages $427.7 million of regulatory assets for 1,049 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Eca Investment Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eca Investment Group: assets under management

The assets under management (AUM) of Eca Investment Group Inc is $427.7 million. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $412.88 million in discretionary accounts and $14.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $408.79 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $380.03 thousand.

Eca Investment Group has custody of $427.7 million in cash and securities for 1,049 clients in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eca Investment Group Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eca Investment Group Inc

Edward Stanley Crooks has been acting as President since 1 Jun 1989. Counsel Financial Llc joined the executive team most recently as the Owner / Shareholder Class A & Class B.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Stanley Crooks	President	1 Jun 1989	50% - 75%	1710936
Brian David Selby	Vice-presient	1 Mar 1997	25% - 50%	2659829
Edward Stanley Crooks	Chief executive officer	1 Jan 2002	50% - 75%	1710936
Bonnie Mae Stiles	Chief compliance officer	1 Dec 2004	Other	5029838
Brandon Edward Crooks	Chief financial officer	1 May 2010	Other	4913637
Counsel Financial Llc	Owner / shareholder - class a & class b	1 Apr 2011	75% - 100%	23-3097742

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Edward Stanley Crooks	Shareholder - class a & class b	1 Apr 2011	50% - 75%	1710936
Brian David Selby	Shareholder - class b	1 Apr 2011	25% - 50%	2659829

Based in York

The principal office where Eca Investment Group Inc performs its advisory services is located at 224 St Charles Way, York, PA 17402, which is also the mailing address of the firm. An additional office of the firm is in Hanover, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 717-718-1600 or by fax 717-718-1602. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at counseltrust.com.