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EAGLE GLOBAL ADVISORS LLC

CRD 107306File 801-53294
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Investment companies5$631.2M
Charitable organizations16$153.9M
Pooled investment vehicles3$421.4M
Pension and profit sharing plans6$103.4M
Individuals (other than high net worth individuals)336$1.79B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.