# Egsi Investment Management: new SEC registration, $145M AUM, Dublin, OH

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Egsi Investment Management |
| Legal name | Egsi Investment Management, INC. |
| CRD | 171488 |
| Status | Approved |
| Registered with the SEC | 2026-07-17 |
| Latest Form ADV filing | 2026-07-30 |
| Location | Dublin, OH, United States |
| Regulatory AUM | $144,660,922 |
| Accounts | 798 |
| Employees | 4 |
| Website | HTTPS://WWW.EGSIFINANCIAL.COM |

## Why this score
- $145M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/171488). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.