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DOUBLE EAGLE FAMILY OFFICES, LLC
CRD 315523File 801-122127
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$491.3M
Non-discretionary $907.4M
Clients
11
114 accounts
Employees
6
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 22, 2021
- Principal office
- 3724 HULEN ST, FORT WORTH, TX, 76107
- Phone
- 817-928-3260
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $491.3M
- Non-discretionary AUM
- $907.4M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 104
- Total accounts
- 114
- AUM per client
- $127.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $6.5M |
| Pooled investment vehicles | 9 | $491.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 21 | 11 | decreased by10 |
| Apr 1, 2026 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2026 | Clients | 18 | 21 | increased by3 |
| Apr 1, 2026 | AUM | $530,911,370 | $1,398,671,728 | increased by$867,760,358 |
| Apr 1, 2026 | Accounts | 102 | 114 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 18 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $699,618,783 | $530,911,370 | decreased by$168,707,413 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 60 | 102 | increased by42 |
| Feb 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Feb 1, 2022 | Custody | No | Yes | |
| Feb 1, 2022 | AUM | $0 | $699,618,783 | increased by$699,618,783 |
| Feb 1, 2022 | Accounts | 0 | 60 | increased by60 |
| Oct 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DOUBLE EAGLE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DOUBLE EAGLE” 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.