Eagle Global Advisors Llc
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 366
- Avg AUM / client
- $8.5M
- Accounts
- 366
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 336 | $1.8B | 57.7% |
| Investment companies | 5 | $631M | 20.4% |
| Pooled investment vehicles (non-investment companies) | 3 | $421M | 13.6% |
| Pension and profit sharing plans | 6 | $103M | 3.34% |
| Charitable organizations | 16 | $154M | 4.96% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $276M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eagle Income Appreciation Partners, L.P. | Hedge Fund | Texas | $209M | 29 |
| Eagle Income Appreciation Ii, L.P. | Hedge Fund | Texas | $66.6M | 67 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Rudge Allen | Senior Partner / Managing Member | CFA | Nov 1996 (30y) | 25% – 50% |
| John Fernando Gualy | Senior Partner / Managing Member | CFA | Nov 1996 (30y) | 5% – 10% |
| Steven Samuel Russo | Senior Partner / Chief Compliance Officer / Managing Member | Dec 1996 (30y) | 25% – 50% | |
| Thomas Ney Hunt | Registered representative | CFA | Dec 1996 (30y) | |
| Malcom Steven Day | Registered representative | CFA | Mar 2003 (23y) | |
| George Ernest Crosby, Jr. | Registered representative | Nov 2006 (20y) | ||
| Paul David Chiaro | Registered representative | Oct 2013 (13y) | ||
| Gonzalo Alonso | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $276M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eagle Income Appreciation Partners, L.P. | Hedge Fund | $209M | $250K | 29 |
| Eagle Income Appreciation Ii, L.P. | Hedge Fund | $66.6M | $500K | 67 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 1.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Distributors Company Llc $945M (30% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $472M (17% of AUM) Mar 2019
- SEI Private Trust $412M (13% of AUM) Mar 2026
- Charles Schwab & Co. $410M (11% of AUM) Mar 2018
- U.S. Bank $370M (19% of AUM) Dec 2024
- Pershing $198M (7% of AUM) Mar 2019
- Bancorpsouth Bank $125M (8% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗