# Eagle Capital Advisors, LLC

> Eagle Capital Advisors, LLC is an SEC-registered investment advisory firm in Middlebury, CT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 173730
- Filed as: EAGLE CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Middlebury, CT
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173730
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-capital-advisors-llc-middlebury-ct-173730

## Quick answers

**How is Eagle Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Eagle Capital Advisors, LLC located?**
Eagle Capital Advisors, LLC's principal office is in Middlebury, CT, according to its Form ADV.

**Is Eagle Capital Advisors, LLC registered with the SEC or a state?**
Eagle Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 173730.

**How much does Eagle Capital Advisors, LLC manage?**
Eagle Capital Advisors, LLC reports $116,443,178 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does Eagle Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Eagle Capital Advisors, LLC use?**
Eagle Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Eagle Capital Advisors, LLC report any disciplinary disclosures?**
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/173730

**What changed in Eagle Capital Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $102,973,611 to $116,443,178 (+13%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $116,443,178
- Discretionary: $116,443,178
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $29,606,602 |
| High net worth individuals | 18 | $81,809,813 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,026,763 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eaglecapitaladvisors.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $102,973,611 to $116,443,178 (+13%).

### July 2026
- Newly registered with the SEC.
- 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 Capital Advisors, LLC (CRD 173730): Form ADV filing data as of October 2026.