# Eagle Harbor Asset Management, Inc.

> Eagle Harbor Asset Management, Inc. is an SEC-registered investment advisory firm in Seattle, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 108089
- Filed as: EAGLE HARBOR ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108089
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-harbor-asset-management-inc-seattle-wa-108089

## Quick answers

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

**How much does Eagle Harbor Asset Management, Inc. charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $3,000,000: 0.75% a year; Above $3,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Eagle Harbor Asset Management, Inc. located?**
Eagle Harbor Asset Management, Inc.'s principal office is in Seattle, WA, according to its Form ADV.

**Is Eagle Harbor Asset Management, Inc. registered with the SEC or a state?**
Eagle Harbor Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 108089.

**How much does Eagle Harbor Asset Management, Inc. manage?**
Eagle Harbor Asset Management, Inc. reports $160,927,748 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Eagle Harbor Asset Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Eagle Harbor Asset Management, Inc.: Regulatory assets under management: $110,590,772 in the October 2021 data and $160,927,748 in the October 2026 data, up 46%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagle Harbor Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (153); individuals (other than high net worth individuals) (46); corporations or other businesses not listed above (4).

**Which custodians does Eagle Harbor Asset Management, Inc. use?**
Eagle Harbor Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and US Bank, N.A. as custodians holding 10% or more of its separately managed account assets.

**Does Eagle Harbor Asset Management, Inc. 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/108089

**What changed in Eagle Harbor Asset Management, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $139,621,353 to $160,927,748 (+15%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Up to $2,000,000: 1% a year
- $2,000,000 to $3,000,000: 0.75% a year
- Above $3,000,000: 0.5% a year

> These services provided by EAGLE are billed on a percentage basis determined by the following annual fee schedule: First $2,000,000 1.00% Next $1,000,000 0.75% Balance over $3,000,000 0.50%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $160,927,748
- Discretionary: $160,927,748
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $6,404,375 |
| High net worth individuals | 153 | $152,003,208 |
| Corporations or other businesses not listed above | 4 | $2,520,165 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,590,772 | 3 | May 13, 2021 |
| October 2022 | $119,254,150 | 3 | September 2, 2022 |
| October 2023 | $113,287,359 | 3 | March 10, 2023 |
| October 2024 | $131,391,815 | 3 | March 13, 2024 |
| October 2025 | $139,621,353 | 3 | February 12, 2025 |
| October 2026 | $160,927,748 | 3 | February 18, 2026 |

Regulatory assets under management: $110,590,772 in the October 2021 data and $160,927,748 in the October 2026 data, up 46%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $139,621,353 to $160,927,748 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Harbor Asset Management, Inc. (CRD 108089): Form ADV filing data as of October 2026.