Single Family OfficeRIA · CRD 306185SEC-Registered

Updated:

Eubanks Financial

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

Eubanks Financial

EUBANKS FINANCIAL is an SEC-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

Single Family Office

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.

Where does the underlying wealth come from?

The wealth originates from the 1990s sale of Huey & Philp, a Dallas-based wholesale hardware distributor founded in 1872. Earl Eubanks, who led the company as CEO, liquidated the family's multi-generational operating asset and directed the proceeds into what became Eubanks Financial.

Is Eubanks Financial structured as a single family office or does it manage outside capital?

Eubanks Financial operates strictly as a single family office — it manages exclusively Eubanks family capital and does not accept outside investors. Texas business filings confirm no registered investment adviser designation, which aligns with its non-commercial, proprietary status.

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.

Does Eubanks Financial maintain a philanthropic foundation?

No separate philanthropic vehicle is linked to the office in Texas business or IRS filings. Charitable giving, if it occurs, appears to be handled directly by family members rather than through a structured private foundation.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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