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EAGLE ASSET MANAGEMENT INC
CRD 110653File 801-21343
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$60.65B
Top 10% of cohort (national)
Discretionary AUM
$32.39B
Non-discretionary $28.27B
Clients
28,643
79,272 accounts
Employees
77
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 1, 1984
- Principal office
- 780 CARILLON PKWY, ST. PETERSBURG, FL, 33716
- Phone
- 727-573-2453
- Website
- HTTPS://WWW.EAGLEASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $60.65B
- Discretionary AUM
- $32.39B
- Non-discretionary AUM
- $28.27B
- Discretionary accounts
- 28,643
- Non-discretionary accounts
- 50,629
- Total accounts
- 79,272
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 554 | $1.40B |
| Investment companies | 3 | $6.83B |
| High net worth individuals | 6,250 | $7.26B |
| Pooled investment vehicles | 5 | $2.13B |
| Pension and profit sharing plans | 6 | $188.0M |
| State or municipal government entities | 30 | $1.04B |
| Individuals (other than high net worth individuals) | 21,795 | $13.54B |
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
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 79,272 | 28,643 | decreased by50,629 |
| Jan 1, 2026 | Employees | 73 | 77 | increased by4 |
| Jan 1, 2026 | Clients | 66,684 | 79,272 | increased by12,588 |
| Jan 1, 2026 | AUM | $58,477,764,071 | $60,652,760,758 | increased by$2,174,996,687 |
| Jan 1, 2026 | Accounts | 66,691 | 79,272 | increased by12,581 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 115 | 73 | decreased by42 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38,526 | 66,684 | increased by28,158 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $39,096,626,113 | $58,477,764,071 | increased by$19,381,137,958 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38,526 | 66,691 | increased by28,165 |
| Jan 1, 2022 | Clients | 36,207 | 38,526 | increased by2,319 |
| Jan 1, 2022 | AUM | $33,913,095,192 | $39,096,626,113 | increased by$5,183,530,921 |
| Jan 1, 2022 | Accounts | 36,207 | 38,526 | increased by2,319 |
| 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 ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGLE ASSET” 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.