# Eagle Equity Holdings, LLC

> Eagle Equity Holdings, LLC is a state-registered investment advisory firm in Cape Coral, FL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 25, 2026.

- CRD: 285806
- Filed as: EAGLE EQUITY HOLDINGS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cape Coral, FL
- Filing period: October 2026
- Form ADV filing dated: May 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285806
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-equity-holdings-llc-cape-coral-fl-285806

## Quick answers

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

**Where is Eagle Equity Holdings, LLC located?**
Eagle Equity Holdings, LLC's principal office is in Cape Coral, FL, according to its Form ADV.

**Is Eagle Equity Holdings, LLC registered with the SEC or a state?**
Eagle Equity Holdings, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 285806.

**How much does Eagle Equity Holdings, LLC manage?**
Eagle Equity Holdings, LLC reports $0 in regulatory assets under management in its Form ADV filing dated May 25, 2026.

**Does Eagle Equity Holdings, LLC 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/285806

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| 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) | 0 | Not reported |
| 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eagleequityholdings.com
- Facebook @Eagle-Equity-Holdings-LLC-1803888166384370
- LinkedIn @18934440

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Equity Holdings, LLC (CRD 285806): Form ADV filing data as of October 2026.