ECKELBERG FINANCIAL, INC.

ECKELBERG FINANCIAL, INC.

ECKELBERG FINANCIAL, INC. was founded in 1980 to manage the Eckelberg family's assets, which were built through energy ventures and real estate development in Texas. The firm operates as a single-family office, structured around capital preservation and intergenerational wealth transfer, with a focus on direct investments in real estate, energy assets, and private credit opportunities. The firm's investment strategy centers on direct real estate holdings — primarily commercial and industrial properties in the Dallas-Fort Worth metroplex — and private credit deals, including senior secured loans and mezzanine financing. ECKELBERG FINANCIAL also allocates capital to private equity funds and energy partnerships, though it avoidstraditional public equities. Geographic focus remains on the United States, with a strong emphasis on the Sun Belt region. While no AUM figure is public, the office is believed to manage several hundred million dollars in assets. The team size is not disclosed, but the office maintains a lean operation typical of single-family offices of its vintage. The Eckelberg family also supports philanthropic activities through a separate foundation, established in the 1990s, which focuses on education and healthcare in North Texas. A distinguishing feature of ECKELBERG FINANCIAL is its multi-generational mandate — the office was designed from inception to serve three generations of the family, with a governance structure that includes non-family advisors and a formal investment committee. This long-term perspective enables the office to hold illiquid assets for decades, a structural advantage over most institutional investors.