Eagle Capital Management, LLC
Firm details
- Headquarters
- Mandeville, Louisiana
- CRD number
- 110177
- Registered since
- February 1, 2000
- Website
- www.eaglecap.com
- Custodians
- CHARLES SCHWAB & CO., INC., GULF COAST BANK & TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.79%
- Banking / Thrift Institutions17.48%
- Individuals11.64%
- Pension & Profit Sharing Plans3.57%
- Corporations / Businesses2.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eagle Capital Management, LLC is an independent SEC-registered investment adviser organized as an LLC and operating since 2000. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients, and it also operates as an insurance broker. The firm does not self-identify as an active ESG investor and is not structured as a multi-state or newly formed adviser; it is owned by a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Investment Grade Corp Bonds30%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Kenneth Ross
Financial AdvisorCRD 1043565
Eric Maxwell
Senior Vice PresidentCRD 5990050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$148M in ETFs
87%
$129M
13%
$18.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $29.6M | 934,410 | 20.08% |
Location
Mandeville, LA
Saint Tammany
Location
Mandeville, LA
Headquartered in Mandeville, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 1417 W Causeway Approach
- Time zone
- CT (UTC-6)
- Office locations
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