AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Eagle Investment Advisors
Eagle Investment Advisors
Filed as EAGLE INVESTMENT ADVISORS · Legal name Eagle Investment Advisors, LLC
Eagle Investment Advisors is an SEC-registered investment advisory firm in Downingtown, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.
Quick answers
From the filingHow is Eagle Investment Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Eagle Investment Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Eagle Investment Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated February 19, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 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 Investment Advisors located?
Eagle Investment Advisors' principal office is in Downingtown, PA, according to its Form ADV.
Is Eagle Investment Advisors registered with the SEC or a state?
Eagle Investment Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 144094.
How much does Eagle Investment Advisors manage?
Eagle Investment Advisors reports $186,087,835 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (91% discretionary).
How have Eagle Investment Advisors' assets and staff changed since 2021?
In the Form ADV data for Eagle Investment Advisors: Regulatory assets under management: $124,331,528 in the October 2021 data and $186,087,835 in the October 2026 data, up 50%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Eagle Investment Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132).
Which custodians does Eagle Investment Advisors use?
Eagle Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Eagle Investment Advisors 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/144094
Does Eagle Investment Advisors state an account minimum?
Its Form ADV Part 2A brochure dated February 19, 2026 says: "Eagle generally requires a minimum account size of $200,000 for Investment Advisory/Management accounts. Waivers or exceptions from minimum (account sizes) may be granted at the exclusive discretion of Eagle management."
What changed in Eagle Investment Advisors' recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $168,555,202 to $186,087,835 (+10%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $3,000,000 | 0.75% |
| Above $3,000,000 | 0.5% |
The brochure's wording
Eagle’s current fee schedule is as follows, Fee calculations are based on Assets Under Management. Investment Advisory/Management Services First $1,000,000 in aggregated assets 1.00% Next $2,000,000 0.75% Above $3,000,000 0.50%
Account minimum: $200,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Eagle generally requires a minimum account size of $200,000 for Investment Advisory/Management accounts. Waivers or exceptions from minimum (account sizes) may be granted at the exclusive discretion of Eagle management.
As stated in the firm's Form ADV Part 2A brochure dated February 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$186,087,835 as of October 2026, filing dated February 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Eagle Investment Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $186,087,835 | 2 | February 19, 2026 |
| October 2025 | $168,555,202 | 2 | January 31, 2025 |
| October 2024 | $151,053,921 | 2 | January 11, 2024 |
| October 2023 | $130,705,633 | 2 | September 11, 2023 |
| October 2022 | $147,486,583 | 2 | January 24, 2022 |
| October 2021 | $124,331,528 | 2 | February 1, 2021 |
Regulatory assets under management: $124,331,528 in the October 2021 data and $186,087,835 in the October 2026 data, up 50%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $168,555,202 to $186,087,835 (+10%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Eagle Investment Advisors (CRD 144094): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/eagle-investment-advisors-downingtown-pa-144094