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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 79272 | 28643 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.