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EAGLE CAPITAL ADVISORS, LLC

CRD 173730 · SEC 801-135929

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121 TURNPIKE DRIVE, MIDDLEBURY, CT, 06762, United States

Phone

203 574 0069

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$103.0M

Discretionary AUM

$103.0M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals50$27.3M
High net worth individuals17$71.0M
Pension/profit sharing plans1$4.7M

All web addresses on file

Official SEC filing: View on IAPD