EAGLE INVESTMENT ADVISORS
EAGLE INVESTMENT ADVISORS, LLC Legal Name
Adviser information for EAGLE INVESTMENT ADVISORS last updated from Form ADV on January 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 242 | $138.4M |
| Non-Discretionary | 12 | $12.6M |
| Total | 254 | $151.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 129 | $151.1M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-118074 |
|---|---|
| SEC ERA File Number | 801-118074 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144094 |
| Legal Entity Identifier | None |
Principal Office
131 WALLACE AVENUESUITE 14
DOWNINGTOWN
PA
United States
Monday - Friday, 8:30 TO 4:30
Tel: 610-269-0269, Fax: None
Websites
Chief Compliance Officer
DAVID SUMMERS
PRINCIPAL & CCO
131 WALLACE AVENUE
SUITE 14
DOWNINGTOWN
PA
United States
Tel:
610-269-0269
D*******@**********M
(Full email address available in API data)
Regulatory Contact
JAY PAINTER
PRINCIPAL
131 WALLACE AVENUE
SUITE 14
DOWNINGTOWN
PA
United States
Tel:
610-269-0269
J*******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PAINTER, JAY, ALAN | Individual | – | MANAGING MEMBER/PRINCIPAL AND CHIEF FINANCIAL OFFICER | 10/2006 | 50-75% |
| SUMMERS, DAVID, LYNN | Individual | – | MANAGING MEMBER/PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 10/2006 | 50-75% |