# Eagle's Crest Advisors, LLC

> 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.

- CRD: 335252
- Filed as: EAGLE'S CREST ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntington, NY
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335252
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-s-crest-advisors-llc-huntington-ny-335252

## Quick answers

**How is Eagle's Crest Advisors, LLC compensated?**
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).

**How much does Eagle's Crest Advisors, LLC charge?**
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.

**Where is Eagle's Crest Advisors, LLC located?**
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).

**Is Eagle's Crest Advisors, LLC registered with the SEC or a state?**
Eagle's Crest Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335252.

**How much does Eagle's Crest Advisors, LLC manage?**
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).

**How have Eagle's Crest Advisors, LLC's assets and staff changed since 2025?**
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.

**What types of clients does Eagle's Crest Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (14).

**Which custodians does Eagle's Crest Advisors, LLC use?**
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.

**Does Eagle's Crest Advisors, LLC 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/335252

**Does Eagle's Crest Advisors, LLC state an account minimum?**
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."

**What changed in Eagle's Crest Advisors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $150 to $500 an hour (Financial Planning services on a standalone basis)

> Financial Planning services on a standalone basis are billed on an hourly basis ranging between $150 and $500 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- SEI Investments Distribution Co.

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: $125,918,243
- Discretionary: $125,892,298
- Non-discretionary: $25,945

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,974,596 |
| High net worth individuals | 46 | $114,568,389 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,375,258 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Lake Mary, FL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | July 16, 2025 |
| October 2026 | $125,918,243 | 4 | September 22, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $65,336,093 to $125,918,243 (+93%).
- Added an office in Lake Mary, FL.

### July 2026
- Employees performing advisory functions went from 1 to 3.

### May 2026
- Registered or notice-filed in FL.

### April 2026
- Regulatory assets under management went from $30,581,385 to $65,336,093 (+114%).

### December 2025
- Regulatory assets under management went from $0 to $30,581,385.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle's Crest Advisors, LLC (CRD 335252): Form ADV filing data as of October 2026.