Eagle Financial Advisors, Llc
- Regulatory AUM
- $113M
- Discretionary
- $0
- Clients
- 329
- Avg AUM / client
- $344K
- Accounts
- 421
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 312 | $87.6M | 77.4% |
| High net worth individuals | 17 | $25.5M | 22.6% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Frederick Hill | Registered representative | May 2015 (11y) | ||
| Thomas Gerard Vendryes | Registered representative | May 2015 (11y) | ||
| Scott Goodman | Registered representative | Jul 2015 (11y) | ||
| John Frank Lopez | Registered representative | Feb 2016 (11y) | ||
| David Eugene Miller | Registered representative | Chartered Financial Consultant | Sep 2019 (7y) | |
| David Michael Delekta | Registered representative | Chartered Financial Consultant | Apr 2021 (5y) | |
| Matthew Thomas Marsh | Registered representative | Sep 2025 (1y) | ||
| Matthew Scott Zajac | Registered representative | Jan 2026 (1y) | ||
| Jennifer Jolene Vendryes | Registered representative | Mar 2026 (0y) |
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) | 03/31/2026 | 1.32 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
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $78.9M (70% of AUM) Jul 2026
- Assetmark Brokerage, Llc $28.0M (28% of AUM) Mar 2026
- Fidelity Brokerage Services $27.8M (25% of AUM) Jul 2026
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: Aug 13, 2026.
View current Form ADV (SEC/IAPD) ↗