Eagle Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 20, 2026, reports $35.8B in regulatory assets under management, 45 employees, 1 office, and 2,284 accounts.
Assets Under Management
$35.8B
Employees
45
Offices
1 office
Total Clients
2,279
Primary office
NEW YORK, NY
65 EAST 55TH STREET, 26TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.2% of total clients.
Top client categories% of clientsClients
1
HNWI
66.2%
1,509
2
Corporations
15.3%
348
3
Charitable
11.0%
251
4
PARTNERSHIP, OTHER, MODEL
3.3%
76
5
Pension Plans
3.3%
75
Additional categories (<0.1%)
Investment Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$35.8Bas of March 20, 2026
Discretionary100.0%
$35.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$35.8B
Total Accounts2,284
10Y AUM Change+$10.7B (+42.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee51:1
10Y Employee Change+20 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.