Eagle Capital Management, LLC

RIASEC Registered

Total AUM

$455M

Discretionary

$455M

100% of AUM

Avg account

$566K

Accounts

804

Employees

Advisory reps

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

FINTRX

Overview

Eagle Capital Management, LLC is an independent, limited liability registered investment adviser that has been registered with the SEC since 2000. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional entities, and it also operates as an insurance broker. The firm positions itself around discretionary portfolio management with a mix of public-market equities and pooled products alongside select alternative exposures. Its client base and account-level averages suggest a focus on high-net-worth households and smaller institutional mandates rather than mass-market retail business.