Eames Financial

Overview

Eames Financial is a single-owner, independent registered investment adviser operating as a sole proprietorship since the mid-1990s. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a relatively concentrated client roster. Its advisory model is non-discretionary, meaning clients retain trade authority while the adviser provides strategy, selection and ongoing portfolio guidance. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee engagements. The firm does not position itself as an ESG investor, multi-state adviser, pension consultant or capital allocator. Investment activity shows a clear tilt toward public equities. Exchange-traded equities and exchange-traded funds make up the largest portion of client assets, and mutual funds are also in use. That mix suggests a preference for liquid, transparent instruments that can be implemented in customized wrappers for high-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices