EAGLE FINANCIAL ADVISORS, LLC

Overview

Eagle Financial Advisors, LLC is a fee-based advisory firm focused on serving individual and family clients, including small-business owners. The firm’s advisory work centers on portfolio management and the selection of other advisers rather than running a large slate of discretionary strategies. Its investment approach favors pooled public funds as the primary vehicle for client exposure, supplemented by fixed income allocations and third-party alternative managers when appropriate. Fee arrangements include percentage-of-AUM billing alongside other fee types, and the firm acts as a capital allocator—sourcing external managers and vehicles to meet client objectives instead of concentrating on in-house proprietary products. A notable operational feature is that the firm reports its assets as non-discretionary, indicating clients typically retain final trading authority while the adviser recommends allocations, manager selections and portfolio construction. Eagle Financial Advisors positions itself to provide diversified solutions through mutual funds and external managers rather than concentrated single-stock exposure or heavy in-house active trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices