# Eagle Spirit Investments Consulting, Inc.

> Eagle Spirit Investments Consulting, Inc. is a state-registered investment advisory firm in Lakeside, MT, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 156243
- Filed as: EAGLE SPIRIT INVESTMENTS CONSULTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakeside, MT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156243
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-spirit-investments-consulting-inc-lakeside-mt-156243

## Quick answers

**How is Eagle Spirit Investments Consulting, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Spirit Investments Consulting, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Eagle Spirit Investments Consulting, Inc. located?**
Eagle Spirit Investments Consulting, Inc.'s principal office is in Lakeside, MT, according to its Form ADV.

**Is Eagle Spirit Investments Consulting, Inc. registered with the SEC or a state?**
Eagle Spirit Investments Consulting, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 156243.

**How much does Eagle Spirit Investments Consulting, Inc. manage?**
Eagle Spirit Investments Consulting, Inc. reports $5,913,458 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (2% discretionary).

**What types of clients does Eagle Spirit Investments Consulting, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); charitable organizations (1).

**Does Eagle Spirit Investments Consulting, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156243

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,913,458
- Discretionary: $99,550
- Non-discretionary: $5,813,908

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $5,806,730 |
| Charitable organizations | 1 | $106,728 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Spirit Investments Consulting, Inc. (CRD 156243): Form ADV filing data as of October 2026.