# Eagle Investment Advisors

> 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.

- CRD: 144094
- Filed as: EAGLE INVESTMENT ADVISORS
- Legal name: Eagle Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Downingtown, PA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144094
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-investment-advisors-downingtown-pa-144094

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $186,087,835
- Discretionary: $169,713,358
- Non-discretionary: $16,374,477

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $186,087,835 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $124,331,528 | 2 | February 1, 2021 |
| October 2022 | $147,486,583 | 2 | January 24, 2022 |
| October 2023 | $130,705,633 | 2 | September 11, 2023 |
| October 2024 | $151,053,921 | 2 | January 11, 2024 |
| October 2025 | $168,555,202 | 2 | January 31, 2025 |
| October 2026 | $186,087,835 | 2 | February 19, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $168,555,202 to $186,087,835 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Investment Advisors (CRD 144094): Form ADV filing data as of October 2026.