Eagle Global Advisors LLC
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Overview
Eagle Global Advisors LLC is a financial advisor company that has its headquarters in Houston, Texas. It has $1.7 billion in assets under management over 362 client accounts, placing it among the largest firms in the nation by assets under management (AUM). The firm has a small team, including 10 financial advisors. Eagle Global Advisors LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, equities and bonds.
Eagle Global Advisors LLC manages all of its client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell choices for the client's account without requiring client permission. The firm oversees about $4.7 million for each customer account. The typical financial advisor at Eagle Global Advisors LLC manages around 36 client accounts, placing it towards the middle in terms of personalization.
The firm's central office is at 1330 Post Oak Boulevard, Houston, Texas 77056. The firm is permitted to serve customers throughout a number of states, including California, Colorado, Florida, Illinois, New Mexico, North Carolina, Oklahoma, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eagle Global Advisors LLC by the Numbers

$1.7 billion

23

362

$4.7 million
Fee Structure
Financial management fees depend on the type of services offered. However, fees billed by the company likely are comprised of the following fee structures: asset-based or performance-based. Eagle Global Advisors LLC does participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of investors. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans and charitable organizations. Out of its 362 customers, Eagle Global Advisors LLC's largest client is high net worth investors, though it also manages money for 334 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 92.27%
- Other Individuals - 0%
- Corporations - 2.76%
- Charitable Organizations - 4.97%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Eagle Global Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Eagle Global Advisors LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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