Eagle Global Advisors LLC

RIASEC RegisteredEst. 1996

Total AUM

$3.1B

Discretionary

$3.1B

100% of AUM

Avg account

$8.5M

Accounts

366

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 107306
Registered since: November 14, 1996
Website: www.eagleglobal.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Individuals57.74%
Investment Companies20.36%
Pooled Investment Vehicles13.6%
Charitable Organizations4.96%
Pension & Profit Sharing Plans3.34%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagle Global Advisors LLC is a privately owned hedge fund-style advisory firm that has been SEC-registered since 1996. The firm serves both high-net-worth individuals and family clients as well as institutional investors, offering portfolio management across individual accounts, pooled vehicles and investment companies. Its compensation combines a percentage-of-AUM fee with performance-based fees, and it acts in sponsor/GP and managing-member roles for pooled investment vehicles. Eagle Global does not position itself as an ESG-focused or multi-state adviser. The firm has been recognized in CNBC’s Top 100 Financial Advisory Firms lists in 2019, 2021 and 2022, reflecting external visibility among retail- and wealth-focused rankings.