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EAGLE INVESTMENT ADVISORS
Legal name: EAGLE INVESTMENT ADVISORS, LLC
CRD 144094File 801-118074
APPROVED
Retail clients
Custody
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$186.1M
Bottom 25% of cohort (national)
Discretionary AUM
$169.7M
Non-discretionary $16.4M
Clients
132
260 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 14, 2020
- Principal office
- 131 WALLACE AVENUE, SUITE 14, DOWNINGTOWN, PA, 19335
- Phone
- 610-269-0269
- Website
- HTTP://WWW.EAGLEIA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $186.1M
- Discretionary AUM
- $169.7M
- Non-discretionary AUM
- $16.4M
- Discretionary accounts
- 251
- Non-discretionary accounts
- 9
- Total accounts
- 260
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 132 | $186.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- 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 |
|---|---|---|---|
| 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.