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EAGAN CAPITAL MANAGEMENT, LLC
CRD 126599File 801-68860
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$86.2M
Bottom 25% of cohort (national)
Discretionary AUM
$26.1M
Non-discretionary $60.1M
Clients
222
375 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 12, 2008
- Principal office
- 210 SOUTH MANLIUS ST, FAYETTEVILLE, NY, 13066-2039
- Phone
- 315-637-8004
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $86.2M
- Discretionary AUM
- $26.1M
- Non-discretionary AUM
- $60.1M
- Discretionary accounts
- 186
- Non-discretionary accounts
- 189
- Total accounts
- 375
- AUM per client
- $388K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $49.9M |
| Individuals (other than high net worth individuals) | 174 | $36.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES- WHEN ACTING AS A SOLICITOR
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- Yes
- 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- Q11C4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $79,890,358 | $86,222,037 | increased by$6,331,679 |
| Apr 1, 2026 | Accounts | 389 | 375 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 244 | 222 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $69,418,419 | $79,890,358 | increased by$10,471,939 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 373 | 389 | increased by16 |
| Jun 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | Clients | 238 | 244 | increased by6 |
| Feb 1, 2022 | AUM | $64,690,370 | $69,418,419 | increased by$4,728,049 |
| Feb 1, 2022 | Accounts | 238 | 373 | increased by135 |
| 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 “EAGAN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EAGAN 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.