Eagle Financial Strategies is an SEC registered investment adviser organized as a corporation with a primary office location in Bangor, ME. Its latest Form ADV filing, dated March 19, 2026, reports $146M in regulatory assets under management, 6 employees, and 504 accounts.
Assets Under Management
$146M
Employees
6
Offices
--
Total Clients
294
Primary office
BANGOR, ME
ONE CUMBERLAND PLACE, SUITE 204, BANGOR, ME, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.7% of total clients.
Top client categories% of clientsClients
1
Individuals
84.7%
249
2
HNWI
15.3%
45
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of March 19, 2026
Discretionary100.0%
$146M
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$146M
Total Accounts504
10Y AUM Change+$30M (+25.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee49:1
10Y Employee Change+1 (+20.0%)
* 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.