Firm profile

DOUBLE EAGLE FAMILY OFFICES, LLC

FORT WORTH, TXCRD 315523Latest ADV March 30, 2026

Double Eagle Family Offices, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 6 employees, and 114 accounts.

Assets Under Management
$1.4B
Employees
6
Offices
--
Total Clients
21
Primary office
FORT WORTH, TX
3724 HULEN ST, FORT WORTH, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(817) 928-3260
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOMegan Bianca

Advisory services offered

3 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIrrevocable Trusts/Estates represent 47.6% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
47.6%
10
2
Pooled Investment Vehicles
42.9%
9
3
HNWI
9.5%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary35.1%
$491M
35% of total RAUM35.1%
Non-discretionary64.9%
$907M
65% of total RAUM64.9%
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$1.4B
Total Accounts114
10Y AUM Change+$1.4B

Employee Growth by Quarter

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

Total Employees6
Clients per Employee4:1
10Y Employee Change+4 (+200.0%)

* 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.