Eagle Grove Advisors LLC

Overview

Eagle Grove Advisors LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm acts as a capital allocator: its practice centers on building discretionary portfolios and selecting outside managers when appropriate rather than running large in-house product platforms. Advisory services emphasize financial planning, ongoing portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee engagements. Investment preferences tilt toward pooled public funds rather than concentrated individual equity positions. The firm is not positioned as an active ESG investor and does not identify as a multi-state or pension consultant adviser. Given its defined service set and use of third-party managers, Eagle Grove typically blends low-maintenance mutual fund exposures with targeted allocations to external alternative managers where clients require it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices