Eagan Capital Management, Llc
- Regulatory AUM
- $86.2M
- Discretionary
- $26.1M
- Clients
- 222
- Avg AUM / client
- $388K
- Accounts
- 375
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $36.4M | 42.2% |
| High net worth individuals | 48 | $49.9M | 57.8% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eagan, Edward, Walker | Managing Member, Chief Compliance Officer | Mar 2001 (25y) | 75% or more |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ECM VIOLATED THE CUSTODY RULE IN TWO RESPECTS: MEMBERSHIP INTERESTS AND FUNDS AND SECURITIES. Status: Final Sanction Detail: ECM PAID A CIVIL MONEY PENALTY IN THE AMOUNT OF $50,000 ON 12/6/2023. Summary: IN ADDITION TO THE SANCTIONS MENTIONED IN ITEM #12, THE SEC ORDERED ECM TO HIRE AN INDEPENDENT COMPLIANCE CONSULTANT TO CONDUCT A COMPREHENSIVE REVIEW AND ASSIST THE RESPONDENT IN DEVELOPING AND IMPLEMENTING WRITTEN COMPLIANCE POLICIES AND PROCEDURES REASONABLY DESIGNED TO PROMOTE RESPONDENT'S COMPLIANCE WITH THE ADVISERS ACT WITH RESPECT TO THE CUSTODY OF CLIENT FUNDS AND SECURITIES. FUNDS AND SECURITIES. C. RESPOND
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Other fees
- • REFERRAL FEES- WHEN ACTING AS A SOLICITOR
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗