Eagle Financial Advisors, LLC

Overview

Eagle Financial Advisors, LLC is an independent RIA organized as a limited liability company and registered with the SEC (registration year listed as 2026). The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory offering centers on portfolio management for individuals and small businesses, and it also acts as a capital allocator by selecting and allocating to external managers. The firm is not an active ESG investor. It reports an affiliation with an insurance company and indicates owner control at the individual level. Advisory activity emphasizes manager selection alongside direct portfolio management, which aligns with its role as a capital allocator.

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Location & Offices