PPrivate Fund Data Log in Join · $37/mo

Eagle Investment Advisors, LLC

● SEC registered since 2020CRD 144094SEC# 801-118074Downingtown, PA
Export (members)
Reg. AUM
$186.1M
Employees
2
Accounts
260
Location
Downingtown, PA

Eagle Investment Advisors, LLC assets under management

Eagle Investment Advisors, LLC operates as an SEC-registered investment adviser based in Downingtown, PA. The firm has been registered since 2020. It reports $186.1 million in regulatory assets under management and employs 2 people.

Eagle Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Lynn Summers ControlManaging Member/Principal And Chief Compliance Officer50-75%2006
Jay Alan Painter ControlManaging Member/Principal And Chief Financial Officer50-75%2006

Frequently asked questions

How much does Eagle Investment Advisors, LLC manage?

Eagle Investment Advisors, LLC reports $186.1 million in regulatory assets under management on its Form ADV.

How many employees does Eagle Investment Advisors, LLC have?

Eagle Investment Advisors, LLC reports 2 employees.

Where is Eagle Investment Advisors, LLC located?

Eagle Investment Advisors, LLC is based in Downingtown, PA and has been SEC-registered since 2020.

Does Eagle Investment Advisors, LLC disclose fund performance?

Eagle Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address131 Wallace Avenue, Suite 14, Downingtown, PA 19335
Phone610-269-0269
Office hours8:30 To 4:30
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$169.7M
Non-discretionary$16.4M
Total (RAUM)$186.1M