# Embree Financial Group

Embree Financial Group is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** embreefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/embree-financial-group

## Regulatory record

- **CRD number:** 108233
- **SEC file number:** 801-63489
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108233

## About

Embree Financial Group represents the consolidated investment and wealth management entity for branches of the Embree family, whose financial lineage begins with E.N. Embree's founding of the Embree National Bank in Abilene in the late 19th century. The family office operates from Chicago, where it centralizes oversight of a diversified portfolio built on proceeds from the eventual sale of the family banking interests and subsequent reinvestment across multiple asset classes. The office functions as a private steward of capital rather than a commercial enterprise, with no external clients and no public marketing apparatus. The firm deploys capital across public equities, private equity, direct investments in private operating companies, and real estate. The portfolio reflects the layered preferences of multiple generations — early-stage venture commitments sit alongside mature real assets and liquid securities. Direct investing is a notable feature of the office's approach, with the family historically preferring control stakes or significant minority positions where they can influence governance and capital allocation. The geographic footprint is concentrated in the United States, with holdings in Texas and Chicago-linked markets reflecting the family's historical centers of gravity. Team structure and total deployment figures are not publicly disclosed. The office does not publish staff bios, maintain a website, or publicize transactions. A private foundation, the Embree Family Foundation, operates in parallel with the investment office, directing philanthropic capital toward education and community development grants, per public tax filings. The office's structural differentiator is its embeddedness in a single family's governance system without the intermediary layer of non-family management that characterizes many large single-family offices. Investment decisions flow through family principals rather than a professionalized IC. This architecture keeps alignment high and decision velocity variable — fast on deals that match long-standing thesis lines, deliberately slow on new asset-class entry.

## Sectors

- Wealth Management

## Related profiles

- [EMBRAER PREV](https://altss.com/profile/embraer-prev)
- [Embree Financial Group](https://altss.com/profile/embree-financial-group-efg)

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Last updated: 2026-08-11T02:43:31.692Z

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