{
  "crd_number": 315523,
  "slug": "double-eagle-family-offices-llc-fort-worth-tx-315523",
  "primary_business_name": "DOUBLE EAGLE FAMILY OFFICES, LLC",
  "legal_name": "DOUBLE EAGLE FAMILY OFFICES, LLC",
  "dbas": [],
  "city": "Fort Worth",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-09-22",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-22",
  "carried_forward": false,
  "raum_total": 1398671728.0,
  "raum_discretionary": 491302046.0,
  "raum_non_discretionary": 907369682.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 900838266.0,
      "count": 10,
      "description": "TRUSTS & FLPS"
    },
    "high_net_worth_individuals": {
      "raum": 6531416.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 491302046.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315523",
  "city_as_filed": "FORT WORTH",
  "url": "https://advisorcensus.com/firm/double-eagle-family-offices-llc-fort-worth-tx-315523",
  "display_name": "Double Eagle Family Offices, LLC",
  "summary": "Double Eagle Family Offices, LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.",
  "citation": "AdvisorCensus. Double Eagle Family Offices, LLC (CRD 315523): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Double Eagle Family Offices, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Double Eagle Family Offices, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Double Eagle Family Offices, LLC located?",
      "a": "Double Eagle Family Offices, LLC's principal office is in Fort Worth, TX, according to its Form ADV."
    },
    {
      "q": "Is Double Eagle Family Offices, LLC registered with the SEC or a state?",
      "a": "Double Eagle Family Offices, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315523."
    },
    {
      "q": "How much does Double Eagle Family Offices, LLC manage?",
      "a": "Double Eagle Family Offices, LLC reports $1,398,671,728 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (35% discretionary)."
    },
    {
      "q": "How have Double Eagle Family Offices, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Double Eagle Family Offices, LLC: Regulatory assets under management: $0 in the October 2021 data and $1,398,671,728 in the October 2026 data. Total employees: 2 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Double Eagle Family Offices, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (10); pooled investment vehicles (other than investment companies and business development companies) (9); high net worth individuals (2)."
    },
    {
      "q": "Which custodians does Double Eagle Family Offices, LLC use?",
      "a": "Double Eagle Family Offices, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Double Eagle Family Offices, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315523"
    },
    {
      "q": "Does Double Eagle Family Offices, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"DEFO generally requires a minimum account size of $50,000,000 for advisory accounts. However, from time to time, at DEFO’s sole discretion, the Firm may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors.\""
    },
    {
      "q": "What changed in Double Eagle Family Offices, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $530,911,370 to $1,398,671,728 (+163%). Employees performing advisory functions went from 4 to 6."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2021-09-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 699618783.0,
      "total_employees": 2,
      "filing_date": "2022-01-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 487320009.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 536685795.0,
      "total_employees": 4,
      "filing_date": "2024-04-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 530911370.0,
      "total_employees": 4,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1398671728.0,
      "total_employees": 6,
      "filing_date": "2026-06-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $530,911,370 to $1,398,671,728 (+163%).",
        "Employees performing advisory functions went from 4 to 6."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "DEFO generally requires a minimum account size of $50,000,000 for advisory accounts. However, from time to time, at DEFO’s sole discretion, the Firm may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors."
        ]
      }
    ],
    "quotes": [
      "DEFO generally requires a minimum account size of $50,000,000 for advisory accounts. However, from time to time, at DEFO’s sole discretion, the Firm may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other factors."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/double-eagle-family-offices-llc-fort-worth-tx-315523.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 6531416.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 491302046.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 10,
      "fewer_than_5": false,
      "raum": 900838266.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315523",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
