# Eagle Asset Management Inc

> Eagle Asset Management Inc is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 1984, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 110653
- Filed as: EAGLE ASSET MANAGEMENT INC
- Also doing business as: FLORIDA ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110653
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-asset-management-inc-st-petersburg-fl-110653

## Quick answers

**How is Eagle Asset Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Asset Management Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Eagle Asset Management Inc located?**
Eagle Asset Management Inc's principal office is in St. Petersburg, FL, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Eagle Asset Management Inc registered with the SEC or a state?**
Eagle Asset Management Inc is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 110653.

**How much does Eagle Asset Management Inc manage?**
Eagle Asset Management Inc reports $60,652,760,758 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (53% discretionary).

**How have Eagle Asset Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Eagle Asset Management Inc: Regulatory assets under management: $33,913,095,192 in the October 2021 data and $60,652,760,758 in the October 2026 data, up 79%. Total employees: 115 in October 2021 and 77 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: other (50,629); individuals (other than high net worth individuals) (21,795); high net worth individuals (6,250).

**Does Eagle Asset Management Inc report any disciplinary disclosures?**
Reports 6 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), 11.D(2) (another regulator's finding of a violation), and 11.E(2) (self-regulatory organization's finding of a rule violation). 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/110653

**What changed in Eagle Asset Management Inc's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $60,652,760,758
- Discretionary: $32,387,698,456
- Non-discretionary: $28,265,062,302

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21,795 | $13,539,056,940 |
| High net worth individuals | 6,250 | $7,260,461,479 |
| Investment companies | 3 | $6,830,808,174 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $2,132,109,540 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $187,961,267 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 30 | $1,037,512,634 |
| Corporations or other businesses not listed above | 554 | $1,399,788,422 |
| Other | 50,629 | $28,265,062,302 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1984 (42 years)
- Employees: 77 total, 44 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 6 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110653

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Denver, CO
- Memphis, TN
- San Diego, CA
- Stowe, VT

### Websites listed on Form ADV (Item 1.I)
- carillontower.com
- eagleasset.com
- LinkedIn @CARILLONTOWER
- X @CARILLONTOWER.COM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $33,913,095,192 | 115 | September 9, 2021 |
| October 2022 | $39,096,626,113 | 115 | December 6, 2021 |
| October 2023 | $32,059,792,104 | 62 | December 8, 2022 |
| October 2024 | $33,547,900,606 | 66 | August 6, 2024 |
| October 2025 | $58,477,764,071 | 73 | December 19, 2024 |
| October 2026 | $60,652,760,758 | 77 | June 2, 2026 |

Regulatory assets under management: $33,913,095,192 in the October 2021 data and $60,652,760,758 in the October 2026 data, up 79%.
Total employees: 115 in October 2021 and 77 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Asset Management Inc (CRD 110653): Form ADV filing data as of October 2026.