DOWNINGTOWN, PACRD 144094Latest ADV February 19, 2026
Eagle Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Downingtown, PA. Its latest Form ADV filing, dated February 19, 2026, reports $186M in regulatory assets under management, 2 employees, and 260 accounts.
Assets Under Management
$186M
Employees
2
Offices
--
Total Clients
132
Primary office
DOWNINGTOWN, PA
131 WALLACE AVENUE, SUITE 14, DOWNINGTOWN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
132
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of February 19, 2026
Discretionary91.2%
$170M
91% of total RAUM91.2%
Non-discretionary8.8%
$16M
9% of total RAUM8.8%
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$186M
Total Accounts260
10Y AUM Change+$77M (+70.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee66:1
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.