# Fort Eagle Wealth Management

> Fort Eagle Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 3, 2026.

- CRD: 317575
- Filed as: FORT EAGLE WEALTH MANAGEMENT
- Legal name: Fort Eagle Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: April 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317575
- AdvisorCensus page: https://advisorcensus.com/firm/fort-eagle-wealth-management-317575

## Quick answers

**How is Fort Eagle Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Fort Eagle Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Fort Eagle Wealth Management registered with the SEC or a state?**
Fort Eagle Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 317575.

**How much does Fort Eagle Wealth Management manage?**
Fort Eagle Wealth Management reports $7,500,000 in regulatory assets under management in its Form ADV filing dated April 3, 2026 (100% discretionary).

**What types of clients does Fort Eagle Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); high net worth individuals (1).

**Does Fort Eagle Wealth Management 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/317575

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,500,000
- Discretionary: $7,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $5,500,000 |
| High net worth individuals | 1 | $2,000,000 |

### 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
- Educational seminars/workshops

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fort Eagle Wealth Management (CRD 317575): Form ADV filing data as of October 2026.