EAGAN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2008

Total AUM

$86.2M

Discretionary

$26.1M

30% of AUM

Avg account

$230K

Accounts

375

Employees

Advisory reps

Firm details

Headquarters: FAYETTEVILLE, New York
CRD number: 126599
Registered since: March 12, 2008
Fee structure: Percentage of AUM, Other
Client types: HNWI57.82%
Individuals42.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Eagan Capital Management, LLC is an independent registered investment adviser that operates as a capital allocator for individual and family clients. Founded and SEC-registered in 2008, the firm combines traditional advisory services — financial planning and portfolio management for individuals, small businesses and pooled vehicles — with the selection and oversight of external managers. Eagan also conducts real estate brokerage and other financial product sales, which feeds into its alternative-investment sourcing and structuring. Investment activity is concentrated in third-party private funds and other alternatives rather than a pure long-only public equity approach. The firm does not position itself as an ESG investor and maintains a non-multi-state registration profile. Compensation is tied to assets under management (percentage of AUM) alongside other fee arrangements.