Eagle Capital Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 173730
· SEC file 801-135929
· Middlebury, CT
· WWW.EAGLECAPITALADVISORS.COM
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ADV data as of Jul 02, 2026
- Regulatory AUM
- $103M
- Discretionary
- $103M
- Clients
- 68
- Avg AUM / client
- $1.5M
- Accounts
- 169
- Employees
- 2
AUM over time
$103M
$103M
Mar 23, 2026
Jul 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $27.3M | 26.5% |
| High net worth individuals | 17 | $71.0M | 68.9% |
| Pension and profit sharing plans | 1 | $4.7M | 4.6% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 967 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $103M (100% 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: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗