{
  "crd_number": 327052,
  "slug": "eagle-wealth-management-group-inc-valencia-ca-327052",
  "primary_business_name": "EAGLE WEALTH MANAGEMENT GROUP INC.",
  "legal_name": "EAGLE WEALTH MANAGEMENT GROUP INC.",
  "dbas": [
    "EAGLE RETIREMENT PLANS"
  ],
  "city": "Valencia",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-14",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 417512088.0,
  "raum_discretionary": 417512088.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 44054282.0,
      "count": 8
    },
    "individuals": {
      "raum": 98097969.0,
      "count": 323
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 9212312.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 13969296.0,
      "count": 20
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 250994750.0,
      "count": 129
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1183479.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "GA",
    "NC",
    "NV",
    "PA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://abidingwealthadvisors.com",
    "https://eaglewealthinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327052",
  "city_as_filed": "VALENCIA",
  "url": "https://advisorcensus.com/firm/eagle-wealth-management-group-inc-valencia-ca-327052",
  "display_name": "Eagle Wealth Management Group Inc.",
  "summary": "Eagle Wealth Management Group Inc. is an SEC-registered investment advisory firm in Valencia, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Eagle Wealth Management Group Inc. (CRD 327052): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Eagle Wealth Management Group Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eagle Wealth Management Group Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Eagle Wealth Management Group Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated April 22, 2026 states: Hourly rate: $100 to $750 an hour (Hourly Financial Planning Consultation Services); Flat fee: $2,500 to $20,000 a year (An Annual Financial Planning Service Agreement); Flat fee: $2,500 to $120,000 a year (Business Planning Services); Flat fee: $500 (403(b) Group Plan plan document and adoption fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Eagle Wealth Management Group Inc. located?",
      "a": "Eagle Wealth Management Group Inc.'s principal office is in Valencia, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Eagle Wealth Management Group Inc. registered with the SEC or a state?",
      "a": "Eagle Wealth Management Group Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327052."
    },
    {
      "q": "How much does Eagle Wealth Management Group Inc. manage?",
      "a": "Eagle Wealth Management Group Inc. reports $417,512,088 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eagle Wealth Management Group Inc.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for Eagle Wealth Management Group Inc.: Regulatory assets under management: $0 in the October 2023 data and $417,512,088 in the October 2026 data. Total employees: 3 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Eagle Wealth Management Group Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (323); high net worth individuals (129); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does Eagle Wealth Management Group Inc. use?",
      "a": "Eagle Wealth Management Group Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Eagle Wealth Management Group Inc. 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/327052"
    },
    {
      "q": "What changed in Eagle Wealth Management Group Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $364,262,169 to $417,512,088 (+15%). Changed its office addresses in Charlotte, NC. No longer lists an office in Valencia, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2023-07-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 310676152.0,
      "total_employees": 12,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 364262169.0,
      "total_employees": 12,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 417512088.0,
      "total_employees": 8,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $364,262,169 to $417,512,088 (+15%).",
        "Changed its office addresses in Charlotte, NC.",
        "No longer lists an office in Valencia, CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $750 an hour (Hourly Financial Planning Consultation Services)",
      "Flat fee: $2,500 to $20,000 a year (An Annual Financial Planning Service Agreement)",
      "Flat fee: $2,500 to $120,000 a year (Business Planning Services)",
      "Flat fee: $500 (403(b) Group Plan plan document and adoption fee)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $750 an hour (Hourly Financial Planning Consultation Services)"
        ],
        "quotes": [
          "Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $750 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $20,000 a year (An Annual Financial Planning Service Agreement)"
        ],
        "quotes": [
          "The fee for the annual financial planning agreement will be charged as a flat dollar amount and generally range from $2,500 to $20,000 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $120,000 a year (Business Planning Services)"
        ],
        "quotes": [
          "The fee for business financial planning is charged as a flat dollar amount and generally ranges from $2,500 to $120,000 annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 (403(b) Group Plan plan document and adoption fee)"
        ],
        "quotes": [
          "Eagle Wealth charges 403(b) Group Plan clients a one-time $500 plan document and adoption fee"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 750.0,
          "period": "hour",
          "service": "Hourly Financial Planning Consultation Services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 20000.0,
          "period": "annual",
          "service": "An Annual Financial Planning Service Agreement"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 120000.0,
          "period": "annual",
          "service": "Business Planning Services"
        },
        {
          "kind": "flat",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "403(b) Group Plan plan document and adoption fee"
        }
      ]
    },
    "quotes": [
      "Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $750 per hour.",
      "The fee for the annual financial planning agreement will be charged as a flat dollar amount and generally range from $2,500 to $20,000 annually.",
      "The fee for business financial planning is charged as a flat dollar amount and generally ranges from $2,500 to $120,000 annually.",
      "Eagle Wealth charges 403(b) Group Plan clients a one-time $500 plan document and adoption fee"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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-wealth-management-group-inc-valencia-ca-327052.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 323,
      "fewer_than_5": false,
      "raum": 98097969.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 129,
      "fewer_than_5": false,
      "raum": 250994750.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 13969296.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 44054282.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 9212312.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 1183479.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/327052",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}