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Firm profile

Eagle Asset Management Inc.

ST. PETERSBURG, FLCRD 110653Latest ADV December 19, 2025

Eagle Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in St. Petersburg, FL.

Assets Under Management
$60.7B
Employees
77
Offices
4 offices
Total Clients
79,272
Primary office
ST. PETERSBURG, FL
780 CARILLON PKWY, ST. PETERSBURG, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOThomas A. James
CCOJavier A. Alvarez

Advisory services offered

4 types reported
Portfolio management for businesses
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 segmentNON-DISCRETION represent 63.9% of total clients.
Top client categories% of clientsClients
1
NON-DISCRETION
63.9%
50,629
2
Individuals
27.5%
21,795
3
HNWI
7.9%
6,250
4
Corporations
0.7%
554
Additional categories (<0.1%)
Government30 clients
Pension Plans6 clients
Pooled Investment Vehicles5 clients
Investment Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$60.7Bas of December 19, 2025
Discretionary53.4%
$32.4B
53% of total RAUM53.4%
Non-discretionary46.6%
$28.3B
47% of total RAUM46.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$60.7B
Total Accounts79,272
10Y AUM Change+$36.6B (+152.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees77
Clients per Employee1030:1
10Y Employee Change-129 (-62.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.