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Eaglebrook Advisors, Inc.

● SEC registered since 2021CRD 304438SEC# 801-122813Bethesda, MD
Export (members)
Reg. AUM
$350.2M
Employees
22
Accounts
991
Location
Bethesda, MD

Eaglebrook Advisors, Inc. assets under management

Eaglebrook Advisors, Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2021. It reports $350.2 million in regulatory assets under management and employs 22 people.

Eaglebrook Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Christopher John King ControlChief Executive Officer25-50%2019
Christopher Matthew Johnson ControlChief Technology OfficerUnder 5%2021
Ryan Joseph Nash ControlChief Operating OfficerUnder 5%2021
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Frequently asked questions

How much does Eaglebrook Advisors, Inc. manage?

Eaglebrook Advisors, Inc. reports $350.2 million in regulatory assets under management on its Form ADV.

How many employees does Eaglebrook Advisors, Inc. have?

Eaglebrook Advisors, Inc. reports 22 employees.

Where is Eaglebrook Advisors, Inc. located?

Eaglebrook Advisors, Inc. is based in Bethesda, MD and has been SEC-registered since 2021.

Does Eaglebrook Advisors, Inc. disclose fund performance?

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

Contact & registration

Address4500 East West Highway, Suite 150, Bethesda, MD 20814
Phone786-807-7374
Office hours9:00 a.m. - 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$350.2M
Total (RAUM)$350.2M