Eagle Financial Advisors, LLC

RIASEC RegisteredEst. 2026

Total AUM

$113M

Discretionary

$0

0% of AUM

Avg account

$269K

Accounts

421

Employees

9

Advisory reps

12

Firm details

Headquarters: Frisco, Texas
CRD number: 167696
Registered since: September 1, 2026
Website: eaglefinancialadvisors.net
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Individuals77.45%
HNWI22.55%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Eagle Financial Advisors, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm provides portfolio management for individuals and small businesses and acts as a capital allocator by selecting third‑party managers for client allocations. Eagle Financial Advisors does not market itself as an ESG investor and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds54%
Exchange Traded Equities38%
Cash & Cash Equivalents5%
Investment Grade Corp Bonds1%
Non-Investment Grade Corp Bonds1%

Contacts

3 of 12

Thomas Vendryes
Managing PartnerCRD 5310114
John Lopez
Investment Adviser RepresentativeCRD 4409741
David Delekta
Regional ManagerCRD 3172012

Unlock 9 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Frisco, TX

Collin

Location

Frisco, TX

Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Collin
Address: 9300 Wade Blvd
Time zone: CT (UTC-6)
Office locations

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