Firm profile

EAGAN CAPITAL MANAGEMENT, LLC

FAYETTEVILLE, NYCRD 126599Latest ADV March 23, 2026

Eagan Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fayetteville, NY. Its latest Form ADV filing, dated March 23, 2026, reports $86M in regulatory assets under management, 2 employees, and 375 accounts.

Assets Under Management
$86M
Employees
2
Offices
--
Total Clients
222
Primary office
FAYETTEVILLE, NY
210 SOUTH MANLIUS ST, FAYETTEVILLE, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(315) 637-8004
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOEdward W. Eagan

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.4% of total clients.
Top client categories% of clientsClients
1
Individuals
78.4%
174
2
HNWI
21.6%
48

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$86Mas of March 23, 2026
Discretionary30.3%
$26M
30% of total RAUM30.3%
Non-discretionary69.7%
$60M
70% of total RAUM69.7%
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.

Latest AUM$86M
Total Accounts375
10Y AUM Change+$37M (+76.2%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee111:1
10Y Employee Change+1 (+100.0%)

* 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.