EAGLE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2000

Total AUM

$455M

Discretionary

$455M

100% of AUM

Avg account

$566K

Accounts

804

Employees

Advisory reps

Firm details

Headquarters: MANDEVILLE, Louisiana
CRD number: 110177
Registered since: February 1, 2000
Website: www.eaglecap.com
Custodians: CHARLES SCHWAB & CO., INC., GULF COAST BANK & TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI63.79%
Banking / Thrift Institutions17.48%
Individuals11.64%
Pension & Profit Sharing Plans3.57%
Corporations / Businesses2.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagle Capital Management, LLC is an independent registered investment adviser formed as an LLC in 2000. The firm works with both individual and family clients as well as institutional accounts, offering portfolio management and financial planning alongside insurance brokerage services. It charges fees as a percentage of assets under management and operates primarily through discretionary mandates. The firm does not market itself as a capital allocator or pension consultant and is not identified as an active ESG investor. Investment activity shows a preference for exchange-traded equities as a core building block, supplemented by direct equity positions. Eagle Capital balances ETF-based core exposure with select individual stock holdings, and it incorporates third‑party mutual funds and alternative strategies (notably real estate and digital currency) into client portfolios when appropriate. Advisory services cover individuals, small businesses and larger institutional clients.