Mcilrath & Eck, LLC
McIlrath & Eck, LLC is an independent registered investment advisory (RIA) firm founded in 2006 and based in Arlington, WA. The firm provides comprehensive financial planning, retirement planning, portfolio management, and educational seminars/workshops. Their experienced team—including co-founders Thor H. McIlrath and Sam K. Eck—serves individuals, families, and high-net-worth clients, with a strong focus on retirement and legacy planning. The firm emphasizes a fiduciary, client-centered approach, aiming to foster long-term financial security and confidence. McIlrath & Eck has an estimated staff of 10–20 employees, drawing on multidisciplinary expertise in financial planning, legal, and account support.
Investment Strategy
McIlrath & Eck delivers customized investment management and retirement planning centered on client objectives. Their approach focuses on tailoring portfolios to individual needs, optimizing risk and reward, and minimizing costs. The firm strives to be transparent, acting at all times as a fiduciary. Their investment strategies are designed around preserving wealth, supporting long-term financial security, and addressing each client's unique circumstances. The firm’s planning philosophy emphasizes in-depth understanding of client goals and lifestyles, ensuring personalized recommendations integrating investment management, retirement planning, tax strategies, and legacy/estate planning.
Top Holdings
Equity Positions (923)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 8.17% | $79.1M | 164,953 | $179.56 | $479.61 | +$7.3M |
S STXT | EA SERIES TRUST | 7.00% | $67.7M | 3,340,320 | $19.84 | $20.26 | +$3.4M |
V VTV | VANGUARD INDEX FDS | 5.21% | $50.4M | 270,407 | $163.72 | $186.49 | +$5.7M |
D DFAI | DIMENSIONAL ETF TRUST | 5.18% | $50.1M | 1,378,934 | $28.19 | $36.35 | +$3.6M |
A AVMC | AMERICAN CENTY ETF TR | 5.11% | $49.5M | 711,152 | $60.36 | $69.58 | +$4.1M |