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Efficient Advisors, LLC

CRD 150144SEC# 801-70110
Export (members)
No longer SEC-registered. Efficient Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.77B
Employees
26
Accounts
17,312
Location

Efficient Advisors, LLC assets under management

Efficient Advisors, LLC is an SEC-registered investment adviser. It reports $2.8 billion in regulatory assets under management and employs 26 people.

Efficient Advisors, LLC owners & executives

18 reported
NameTitleOwnershipSince
Efficient Advisors Parent, Inc ControlMemberOver 75%2024
James Russell HadawayChief Compliance OfficerUnder 5%2019
Michael Robert Coluzzi ControlChief Financial OfficerUnder 5%2021
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Frequently asked questions

How much does Efficient Advisors, LLC manage?

Efficient Advisors, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Efficient Advisors, LLC have?

Efficient Advisors, LLC reports 26 employees.

Does Efficient Advisors, LLC disclose fund performance?

Efficient Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:30 - 5:30
Discloses disciplinary historyNo

Assets under management

Discretionary$2.58B
Non-discretionary$183.5M
Total (RAUM)$2.77B