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EAGLE GLOBAL ADVISORS LLC
CRD 107306File 801-53294
APPROVED
Retail clients
Custody
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.10B
Top 25% of cohort (national)
Discretionary AUM
$3.10B
Clients
366
366 accounts
Employees
24
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 14, 1996
- Principal office
- 1330 POST OAK BOULEVARD, SUITE 3000, HOUSTON, TX, 77056
- Phone
- 713-952-3550
- Website
- HTTP://WWW.EAGLEGLOBAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.10B
- Discretionary AUM
- $3.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 366
- Non-discretionary accounts
- 0
- Total accounts
- 366
- AUM per client
- $8.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $631.2M |
| Charitable organizations | 16 | $153.9M |
| Pooled investment vehicles | 3 | $421.4M |
| Pension and profit sharing plans | 6 | $103.4M |
| Individuals (other than high net worth individuals) | 336 | $1.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 24 | increased by1 |
| Apr 1, 2026 | Clients | 371 | 366 | decreased by5 |
| Apr 1, 2026 | AUM | $2,461,774,037 | $3,099,764,577 | increased by$637,990,540 |
| Apr 1, 2026 | Accounts | 371 | 366 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 23 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 388 | 371 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,912,746,598 | $2,461,774,037 | increased by$549,027,439 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 388 | 371 | decreased by17 |
| Apr 1, 2022 | Employees | 31 | 25 | decreased by6 |
| Apr 1, 2022 | Clients | 375 | 388 | increased by13 |
| Apr 1, 2022 | AUM | $1,571,347,094 | $1,912,746,598 | increased by$341,399,504 |
| Apr 1, 2022 | Accounts | 375 | 388 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EAGLE GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGLE GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.