# Double Eagle Financial

> Double Eagle Financial is a state-registered investment advisory firm in Santa Rosa, CA, registered since 1984, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.

- CRD: 137331
- Filed as: DOUBLE EAGLE FINANCIAL
- Legal name: Root, Charles J. JR.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Rosa, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137331
- AdvisorCensus page: https://advisorcensus.com/firm/double-eagle-financial-santa-rosa-ca-137331

## Quick answers

**How is Double Eagle Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Double Eagle Financial reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical).

**Where is Double Eagle Financial located?**
Double Eagle Financial's principal office is in Santa Rosa, CA, according to its Form ADV.

**Is Double Eagle Financial registered with the SEC or a state?**
Double Eagle Financial is a state-registered investment advisory firm, registered since 1984. Status as filed: APPROVED. CRD 137331.

**Does Double Eagle Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/137331

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1984 (42 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @chuck-root-0980991

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Double Eagle Financial (CRD 137331): Form ADV filing data as of October 2026.