EAGLE'S CREST ADVISORS, LLC

RIASEC RegisteredEst. 2025

Total AUM

$65.3M

Discretionary

$65.3M

100% of AUM

Avg account

$320K

Accounts

204

Employees

Advisory reps

Firm details

Headquarters: HUNTINGTON, New York
CRD number: 335252
Registered since: April 23, 2025
Custodians: ALTRUIST FINANCIAL LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.62%
Corporations / Businesses5.18%
Individuals4.2%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Eagle's Crest Advisors, LLC is an independent, individually owned registered investment adviser that provides financial planning and portfolio management primarily for individuals and small business owners. The firm reports SEC registration in 2025 and operates under a mixed fee schedule that includes a percentage of AUM, hourly charges, and fixed fees. Its advisory scope is focused on personalized planning and discretionary portfolio management rather than institutional or pension consulting. Eagle's Crest does not identify as an ESG investor and is not flagged as a multi-state adviser.