Eagle Harbor Asset Management, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 18, 2026, reports $161M in regulatory assets under management, 3 employees, and 203 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.4% of total clients.
Top client categories% of clientsClients
1
HNWI
75.4%
153
2
Individuals
22.7%
46
3
Corporations
2.0%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of February 18, 2026
Discretionary100.0%
$161M
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$161M
Total Accounts203
10Y AUM Change+$50M (+45.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* 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.