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EF
RIA · CRD 306185

Updated:

Eubanks Financial

EUBANKS FINANCIAL is a state-registered investment adviser in FORT MYERS, FL. The firm manages approximately $4 million in regulatory assets.

Overview

EUBANKS FINANCIAL is a state-registered investment adviser in FORT MYERS, FL. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Earl Eubanks

Principal

Thomas Eubanks

Principal

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Eubanks Financial?

Earl Eubanks, who served as CEO of Huey & Philp before its sale, and his son Thomas make investment decisions jointly. The office operates without a non-family CIO or external investment committee, typical for a first-to-second-generation SFO of this scale.

What investment stages and asset classes does the office target?

The office targets direct, stabilized real estate — particularly multi-tenant retail and industrial outdoor storage — alongside lower-middle-market private equity co-investments. It avoids venture capital and startup-stage technology, favoring cash-flowing assets in Texas and the Sun Belt.

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