EAGLE CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- MIDDLEBURY, Connecticut
- CRD number
- 173730
- Website
- www.eaglecapitaladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.91%
- Individuals26.49%
- Pension & Profit Sharing Plans4.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eagle Capital Advisors, LLC is a privately owned limited liability company that provides fee-based portfolio management to both high-net-worth individuals/families and institutional clients. The firm operates on a percentage-of-AUM fee model and focuses on discretionary portfolio management for individuals, small businesses, and institutions. It does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities30%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Owners & executives
1 of 1SUSAN FROIS
Operations Manager and Chief Compliance OfficerCRD 6461924
Contacts
1 of 1MICHAEL PELOSI
Financial AnalystCRD 4555231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIDDLEBURY, CT
NEW HAVEN
Location
MIDDLEBURY, CT
Headquartered in MIDDLEBURY, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW HAVEN
- Address
- 121 Turnpike Dr
- Time zone
- ET (UTC-5)
- Office locations
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