{
  "crd_number": 335252,
  "slug": "eagle-s-crest-advisors-llc-huntington-ny-335252",
  "primary_business_name": "EAGLE'S CREST ADVISORS, LLC",
  "legal_name": "EAGLE'S CREST ADVISORS, LLC",
  "dbas": [],
  "city": "Huntington",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-23",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 125918243.0,
  "raum_discretionary": 125892298.0,
  "raum_non_discretionary": 25945.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 5974596.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 114568389.0,
      "count": 46
    },
    "corporations_other_businesses": {
      "raum": 5375258.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335252",
  "city_as_filed": "HUNTINGTON",
  "url": "https://advisorcensus.com/firm/eagle-s-crest-advisors-llc-huntington-ny-335252",
  "display_name": "Eagle's Crest Advisors, LLC",
  "summary": "Eagle's Crest Advisors, LLC is an SEC-registered investment advisory firm in Huntington, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.",
  "citation": "AdvisorCensus. Eagle's Crest Advisors, LLC (CRD 335252): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Eagle's Crest Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eagle's Crest Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Eagle's Crest Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 states: Hourly rate: $150 to $500 an hour (Financial Planning services on a standalone basis). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Eagle's Crest Advisors, LLC located?",
      "a": "Eagle's Crest Advisors, LLC's principal office is in Huntington, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Eagle's Crest Advisors, LLC registered with the SEC or a state?",
      "a": "Eagle's Crest Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335252."
    },
    {
      "q": "How much does Eagle's Crest Advisors, LLC manage?",
      "a": "Eagle's Crest Advisors, LLC reports $125,918,243 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eagle's Crest Advisors, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Eagle's Crest Advisors, LLC: Regulatory assets under management: $0 in the October 2025 data and $125,918,243 in the October 2026 data. Total employees: 1 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eagle's Crest Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (14)."
    },
    {
      "q": "Which custodians does Eagle's Crest Advisors, LLC use?",
      "a": "Eagle's Crest Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Eagle's Crest Advisors, LLC report any disciplinary disclosures?",
      "a": "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/335252"
    },
    {
      "q": "Does Eagle's Crest Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 says: \"Eagle’s Crest requires each client seeking investment management services to place at least $500,000 with us. We may waive this account minimum under certain circumstances, in our discretion.\""
    },
    {
      "q": "What changed in Eagle's Crest Advisors, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $65,336,093 to $125,918,243 (+93%). Added an office in Lake Mary, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 125918243.0,
      "total_employees": 4,
      "filing_date": "2026-09-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $65,336,093 to $125,918,243 (+93%).",
        "Added an office in Lake Mary, FL."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 3."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $30,581,385 to $65,336,093 (+114%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $0 to $30,581,385."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 to $500 an hour (Financial Planning services on a standalone basis)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Eagle’s Crest requires each client seeking investment management services to place at least $500,000 with us. We may waive this account minimum under certain circumstances, in our discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $500 an hour (Financial Planning services on a standalone basis)"
        ],
        "quotes": [
          "Financial Planning services on a standalone basis are billed on an hourly basis ranging between $150 and $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 500.0,
          "period": "hour",
          "service": "Financial Planning services on a standalone basis"
        }
      ]
    },
    "quotes": [
      "Eagle’s Crest requires each client seeking investment management services to place at least $500,000 with us. We may waive this account minimum under certain circumstances, in our discretion.",
      "Financial Planning services on a standalone basis are billed on an hourly basis ranging between $150 and $500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/eagle-s-crest-advisors-llc-huntington-ny-335252.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 5974596.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 114568389.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 5375258.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335252",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}