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 registered adviser that has been SEC-registered since 1996. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management across single accounts, pooled vehicles and investment companies. Its compensation combines a percentage of assets under management with performance-based fees, consistent with its hedge-fund classification. Eagle Global Advisors reports a preference for equity investments and is active as a sponsor, general partner and managing member of pooled investment vehicles. The firm has been recognized in CNBC’s Top 100 Financial Advisory Firms list in 2019, 2021 and 2022. Eagle Global Advisors is not positioned as an ESG-focused or multi-state newly formed adviser, and it does not identify as a pension consultant or related adviser in its filings.