# Eaton Financial Group

Eaton Financial Group is a Bank / Wealth / Trust based in Coral Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coral Springs, United States
- **Region:** North America
- **Address:** Coral Springs, FL, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** eatonfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/eatonfinancial

## Regulatory record

- **CRD number:** 316323
- **SEC file number:** 801-122301
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316323

## About

Eaton Financial Group was established in 1996 in Coral Springs, Florida. It functions as a registered investment adviser focused on wealth services. The firm offers financial planning, pension consulting, estate planning, and investment management. It advises individuals, high-net-worth individuals, and pension plans across North America. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The firm maintains a conventional RIA structure without disclosed hybrid vehicles or succession details.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Eaton Financial Group?

No named principals or CIO appear in public records.

### Does Eaton Financial Group participate in fund commitments or only direct deals?

Public materials describe investment management without specifying fund commitments or direct co-investments.

## Related profiles

- [Eaton-Cambridge](https://altss.com/profile/eaton-cambridge)
- [Eaton Square Ventures](https://altss.com/profile/eaton-square-ventures)

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

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