Firm
EID Capital
Dallas, Texas
Fee-only
EID Capital at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 16 individual clients, 2 of them high net worth.
- Its average account is about $341,000 (assets it manages divided by its 39 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | eidcapital.com |
| Phone | (972) 433-6564 |
EID Capital fees
EID Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 14 |
| High-net-worth clients | 2 |
| Accounts managed | 39 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 317634 |