Eagle Financial Advisors, LLC

RIASEC Registered

Total AUM

$113M

Discretionary

0% of AUM

Avg account

$269K

Accounts

421

Employees

Advisory reps

Firm details

Headquarters: Frisco, Texas
CRD number: 167696
Website: eaglefinancialadvisors.net
Custodians: ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals77.45%
HNWI22.55%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Eagle Financial Advisors, LLC is an independent, privately held registered investment adviser operating as an LLC and controlled by an individual owner. The firm focuses on fee-based portfolio management for individuals and small businesses and also engages in selecting third‑party advisers on behalf of clients. Its stated client base is individual and family investors, and its primary fee model is a percentage of assets under management. The firm is not identified as an active ESG investor. Regulatory metadata on record lists the adviser as a capital allocator. Although that record indicates the firm is not a multi-state adviser, the firm maintains multiple office locations across several states (see Location & Offices). Eagle Financial Advisors connects traditional discretionary portfolio management with the ability to place client assets with external managers when appropriate.