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EAGLE CAPITAL ADVISORS, LLC
CRD 173730 · SEC 801-135929
121 TURNPIKE DRIVE, MIDDLEBURY, CT, 06762, United States
Phone
203 574 0069
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $27.3M |
| High net worth individuals | 17 | $71.0M |
| Pension/profit sharing plans | 1 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD