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EAGLE CAPITAL MANAGEMENT, LLC
CRD 110177File 801-57207
APPROVED
Retail clients
Custody
Filing as of Feb 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$455.2M
Above cohort median (national)
Discretionary AUM
$455.2M
Clients
312
804 accounts
Employees
3
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 1, 2000
- Principal office
- 1417 WEST CAUSEWAY APPROACH, MANDEVILLE, LA, 70471
- Phone
- 985-778-0987
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $455.2M
- Discretionary AUM
- $455.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 804
- Non-discretionary accounts
- 0
- Total accounts
- 804
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $11.6M |
| Charitable organizations | Fewer than 5 | $4.3M |
| High net worth individuals | 87 | $290.4M |
| Banking or thrift institutions | Fewer than 5 | $79.6M |
| Pension and profit sharing plans | Fewer than 5 | $16.3M |
| Individuals (other than high net worth individuals) | 204 | $53.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 2 | 3 | increased by1 |
| Mar 1, 2026 | Clients | 323 | 312 | decreased by11 |
| Mar 1, 2026 | AUM | $437,682,651 | $455,167,867 | increased by$17,485,216 |
| Mar 1, 2026 | Accounts | 789 | 804 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 273 | 323 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $443,000,000 | $437,682,651 | decreased by$5,317,349 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 699 | 789 | increased by90 |
| Mar 1, 2022 | Clients | 268 | 273 | increased by5 |
| Mar 1, 2022 | AUM | $362,000,000 | $443,000,000 | increased by$81,000,000 |
| Mar 1, 2022 | Accounts | 645 | 699 | increased by54 |
| 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGLE CAPITAL” 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.