# Eagle Global Advisors LLC

> Eagle Global Advisors LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 107306
- Filed as: EAGLE GLOBAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107306
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-global-advisors-llc-houston-tx-107306

## Quick answers

**How is Eagle Global Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Global Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eagle Global Advisors LLC located?**
Eagle Global Advisors LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Eagle Global Advisors LLC registered with the SEC or a state?**
Eagle Global Advisors LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107306.

**How much does Eagle Global Advisors LLC manage?**
Eagle Global Advisors LLC reports $3,099,764,577 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**How have Eagle Global Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Eagle Global Advisors LLC: Regulatory assets under management: $1,571,347,094 in the October 2021 data and $3,099,764,577 in the October 2026 data, up 97%. Total employees: 31 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Global Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (336); charitable organizations (16); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Eagle Global Advisors LLC use?**
Eagle Global Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Eagle Global 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/107306

**What changed in Eagle Global Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in AL.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC
- SEI Private Trust Company

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: $3,099,764,577
- Discretionary: $3,099,764,577
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 336 | $1,789,813,037 |
| Investment companies | 5 | $631,199,088 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $421,449,667 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $103,411,766 |
| Charitable organizations | 16 | $153,891,019 |

### 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: 1996 (29 years)
- Employees: 24 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CA, CO, FL, IL, MS, NC, NM, NV, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eagleglobal.com
- LinkedIn @eagle-global

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,571,347,094 | 31 | March 25, 2021 |
| October 2022 | $1,912,746,598 | 25 | March 25, 2022 |
| October 2023 | $1,700,514,432 | 23 | March 21, 2023 |
| October 2024 | $1,941,056,987 | 24 | March 13, 2024 |
| October 2025 | $2,461,774,037 | 23 | May 30, 2025 |
| October 2026 | $3,099,764,577 | 24 | September 4, 2026 |

Regulatory assets under management: $1,571,347,094 in the October 2021 data and $3,099,764,577 in the October 2026 data, up 97%.
Total employees: 31 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in AL.

### April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $2,461,774,037 to $3,099,764,577 (+26%).

### January 2026
- Registered or notice-filed in MS, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Global Advisors LLC (CRD 107306): Form ADV filing data as of October 2026.