{
  "crd_number": 126599,
  "slug": "eagan-capital-management-llc-fayetteville-ny-126599",
  "primary_business_name": "EAGAN CAPITAL MANAGEMENT, LLC",
  "legal_name": "EAGAN CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "REAL ESTATE BROKER",
    "SOLICTOR FOR HAMMER ASSET MANAGEMENT, LLC"
  ],
  "city": "Fayetteville",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "45060",
  "metro": {
    "cbsa_code": "45060",
    "common_name": "Syracuse",
    "msa_name": "Syracuse, NY",
    "path": "/advisors/ny/syracuse"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-03-12",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 86222037.0,
  "raum_discretionary": 26108439.0,
  "raum_non_discretionary": 60113598.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36364396.0,
      "count": 174
    },
    "high_net_worth_individuals": {
      "raum": 49857641.0,
      "count": 48
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126599",
  "disclosure_items": [
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "FAYETTEVILLE",
  "url": "https://advisorcensus.com/firm/eagan-capital-management-llc-fayetteville-ny-126599",
  "display_name": "Eagan Capital Management, LLC",
  "summary": "Eagan Capital Management, LLC is an SEC-registered investment advisory firm in Fayetteville, NY, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Eagan Capital Management, LLC (CRD 126599): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "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 Eagan Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eagan Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "How much does Eagan Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.75% of assets a year; Hourly rate: $600 an hour (prepare a comprehensive financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Eagan Capital Management, LLC located?",
      "a": "Eagan Capital Management, LLC's principal office is in Fayetteville, NY, according to its Form ADV."
    },
    {
      "q": "Is Eagan Capital Management, LLC registered with the SEC or a state?",
      "a": "Eagan Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 126599."
    },
    {
      "q": "How much does Eagan Capital Management, LLC manage?",
      "a": "Eagan Capital Management, LLC reports $86,222,037 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (30% discretionary)."
    },
    {
      "q": "How have Eagan Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Eagan Capital Management, LLC: Regulatory assets under management: $64,690,370 in the October 2021 data and $86,222,037 in the October 2026 data, up 33%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eagan Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (48)."
    },
    {
      "q": "Does Eagan Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(4) (SEC or CFTC order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126599"
    },
    {
      "q": "Does Eagan Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"There is no minimum account size required to open an account with ECM.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 64690370.0,
      "total_employees": 3,
      "filing_date": "2021-03-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 69418419.0,
      "total_employees": 3,
      "filing_date": "2022-05-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 73225738.0,
      "total_employees": 2,
      "filing_date": "2023-08-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 77842506.0,
      "total_employees": 2,
      "filing_date": "2024-08-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 79890358.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 86222037.0,
      "total_employees": 2,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.75% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $600 an hour (prepare a comprehensive financial plan)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.75% of assets a year"
        ],
        "quotes": [
          "The annual fee equals three quarters of one percent (0.75%) of the assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size required to open an account with ECM."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $600 an hour (prepare a comprehensive financial plan)"
        ],
        "quotes": [
          "On those rare occasions when ECM is asked by the Client to prepare a comprehensive financial plan, ECM charges an hourly fee. At this time, that hourly fee is $600/hour."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 600.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "prepare a comprehensive financial plan"
        }
      ]
    },
    "quotes": [
      "The annual fee equals three quarters of one percent (0.75%) of the assets under management.",
      "There is no minimum account size required to open an account with ECM.",
      "On those rare occasions when ECM is asked by the Client to prepare a comprehensive financial plan, ECM charges an hourly fee. At this time, that hourly fee is $600/hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/eagan-capital-management-llc-fayetteville-ny-126599.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 174,
      "fewer_than_5": false,
      "raum": 36364396.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 49857641.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/126599",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}