EAGLE INVESTMENT ADVISORS

Overview

Eagle Investment Advisors is a privately held, fee-based wealth advisory firm that concentrates on portfolio management for individual and family clients as well as small businesses and institutions. The firm runs discretionary and non-discretionary mandates, leaning toward equity-oriented solutions delivered through separately managed accounts (SMAs) and pooled mutual fund holdings. Its stated fee arrangements include assets‑under‑management fees and fixed fees, which is consistent with a hybrid service model that blends ongoing advisory relationships and project-based engagements. Investment activity is centered on publicly traded equities — both individual stocks and exchange‑traded funds — supported by mutual fund allocations and selective private placements as the firm’s alternative exposure. Eagle Investment Advisors does not report an active ESG investing program and operates as a single-state adviser rather than a multi-state FCA. Portfolio construction appears to prioritize liquid equity exposure with complementary use of private placements to diversify return streams for qualified clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices