Eagle Capital Advisors, LLC

RIASEC RegisteredEst. 2026

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$673K

Accounts

173

Employees

2

Advisory reps

2

Firm details

Headquarters: Middlebury, Connecticut
CRD number: 173730
Registered since: June 5, 2026
Website: www.eaglecapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI70.26%
Individuals25.43%
Pension & Profit Sharing Plans4.32%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagle Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm reports SEC registration in 2026 and operates on a percentage-of-AUM fee model. Its primary advisory work is discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm is not positioned as an ESG-focused manager, does not act as a capital allocator, and does not provide pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 1

Susan Frois
Operations Manager and Chief Compliance OfficerCRD 6461924

Contacts

1 of 1

Michael Pelosi
Financial AnalystCRD 4555231

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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