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Firm profile

Eagle Capital Advisors, LLC

MIDDLEBURY, CTCRD 173730Registration Status: ApprovedEffective since June 5, 2026Latest ADV July 2, 2026

Eagle Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middlebury, CT. Its latest Form ADV filing, dated July 2, 2026, reports $103M in regulatory assets under management, 2 employees, 1 office, and 169 accounts.

Assets Under Management
$103M
Employees
2
Offices
1 office
Total Clients
68
Primary office
MIDDLEBURY, CT
121 TURNPIKE DRIVE, MIDDLEBURY, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSusan Frois

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.5% of total clients.
Top client categories% of clientsClients
1
Individuals
73.5%
50
2
HNWI
25.0%
17
3
Pension Plans
1.5%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$103Mas of July 2, 2026
Discretionary100.0%
$103M
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.

Total AUM$103M
Total Accounts169
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee34:1
10Y Employee Change0 (0.0%)

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.