# Eagle Guardian Advisors

> Eagle Guardian Advisors is a state-registered investment advisory firm in Dallas, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 336260
- Filed as: EAGLE GUARDIAN ADVISORS
- Legal name: Eagle Guardian Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336260
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-guardian-advisors-dallas-tx-336260

## Quick answers

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

**Where is Eagle Guardian Advisors located?**
Eagle Guardian Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is Eagle Guardian Advisors registered with the SEC or a state?**
Eagle Guardian Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336260.

**How much does Eagle Guardian Advisors manage?**
Eagle Guardian Advisors reports $0 in regulatory assets under management in its Form ADV filing dated March 9, 2026.

**Does Eagle Guardian Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336260

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription 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) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | 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) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336260

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Guardian Advisors (CRD 336260): Form ADV filing data as of October 2026.