Eagle Wealth Management Group Inc.
- Regulatory AUM
- $418M
- Discretionary
- $418M
- Clients
- 480
- Avg AUM / client
- $870K
- Accounts
- 483
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 323 | $98.1M | 23.5% |
| High net worth individuals | 129 | $251M | 60.1% |
| Pension and profit sharing plans | 20 | $14.0M | 3.35% |
| Charitable organizations | 8 | $44.1M | 10.6% |
| State or municipal government entities | 0 | $9.2M | 2.21% |
| Corporations and other businesses | 0 | $1.2M | 0.28% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Ray Eagle | Owner & Ceo | Mar 2023 (3y) | 50% – 75% | |
| Eagle, Joann, Kay | Owner & Chief Compliance Officer | Mar 2023 (3y) | 50% – 75% | |
| Jared Paul Audette | Registered representative | Oct 2023 (3y) | ||
| Shane Patrick Snively | Registered representative | Oct 2023 (3y) | ||
| Randall Carlisle Newton | Registered representative | Jul 2024 (2y) | ||
| Jordan Douglas Eagle | Registered representative | CFP | Jan 2025 (2y) |
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) | 04/22/2026 | 946 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
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $368M (88% of AUM) Apr 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: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗