Eagle Eye Advisory Llc
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ADV data as of Aug 12, 2026
- Regulatory AUM
- $90.6M
- Discretionary
- $90.6M
- Clients
- 116
- Avg AUM / client
- $781K
- Accounts
- 297
- Employees
- 1
AUM over time
$89.7M
$90.6M
Jul 13, 2026
Aug 12, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 116 | $90.6M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steve A Schaefer | Registered representative | Jan 2007 (20y) |
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) | 07/13/2026 | 977 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have 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: Aug 12, 2026.
View current Form ADV (SEC/IAPD) ↗