Eagle'S Crest Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntington, NY. Its latest Form ADV filing, dated April 7, 2026, reports $65M in regulatory assets under management, 1 employee, and 204 accounts.
Assets Under Management
$65M
Employees
1
Offices
--
Total Clients
38
Primary office
HUNTINGTON, NY
75 PROSPECT ST, SUITE 402C, HUNTINGTON, NY, 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 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.3% of total clients.
Top client categories% of clientsClients
1
HNWI
55.3%
21
2
Individuals
44.7%
17
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$65Mas of April 7, 2026
Discretionary100.0%
$65M
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$65M
Total Accounts204
10Y AUM Change+$65M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee38:1
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.