# Eames Financial

Eames Financial is a Bank / Wealth / Trust based in Florham Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Florham Park, United States
- **Region:** North America
- **Address:** Florham Park, NJ, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** amesfinancialgroup.com
- **LinkedIn:** linkedin.com/company/eames-financial

## Regulatory record

- **CRD number:** 118961
- **SEC file number:** 801-46920
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118961

## About

Eames Financial is an SEC-registered investment adviser since 1994. The firm manages $180 million in regulatory assets. It has one employee and one investment adviser.

## Questions

### What is the regulatory structure of Eames Financial?

Eames Financial operates as a trust company or bank-affiliated wealth manager under state or federal banking charter, which imposes fiduciary obligations — including the duty of loyalty and prudent investor standards — that exceed the suitability standard applied to broker-dealers. This structure allows the firm to act as a corporate trustee, executor, or guardian for client estates, per the public record of its business classification.

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Last updated: 2026-06-03T20:00:00.000Z

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