EAGLESTRONG FINANCIAL

RIASEC Registered

Total AUM

$82.3M

Discretionary

$82.3M

100% of AUM

Avg account

$174K

Accounts

472

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 288413
Website: www.eaglestrong.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI70.81%
Individuals24.97%
Pension & Profit Sharing Plans4.05%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Eaglestrong Financial operates as an independent Registered Investment Adviser structured as an LLC with an individual owner. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-assets and fixed-fee engagements. Investment activity is centered on pooled public funds as the primary portfolio sleeve, with the firm reporting a strong allocation to mutual funds. Eaglestrong is not positioned as a capital allocator or sponsor of proprietary funds, and it does not identify as an active ESG investor. Portfolios are managed on a discretionary basis for the bulk of clients, and the firm relies on third‑party managers for any non-public exposures.