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Eaglestone Wealth Advisors, Inc.

CRD 141014SEC# 801-68116Rockville, MD
Export (members)
No longer SEC-registered. Eaglestone Wealth Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$197.7M
Employees
6
Accounts
417
Location
Rockville, MD

Eaglestone Wealth Advisors, Inc. assets under management

Eaglestone Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Rockville, MD. It reports $197.7 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Eaglestone Wealth Advisors, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Eaglestone Tax & Wealth Advisors, Inc. ControlOwnerOver 75%2022
James Dale Warring ControlFounder & Ceo50-75%2006
John W MartinChief Operating Officer10-25%2022
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Frequently asked questions

How much does Eaglestone Wealth Advisors, Inc. manage?

Eaglestone Wealth Advisors, Inc. reports $197.7 million in regulatory assets under management on its Form ADV.

How many employees does Eaglestone Wealth Advisors, Inc. have?

Eaglestone Wealth Advisors, Inc. reports 6 employees.

Where is Eaglestone Wealth Advisors, Inc. located?

Eaglestone Wealth Advisors, Inc. is based in Rockville, MD.

Does Eaglestone Wealth Advisors, Inc. disclose fund performance?

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

Contact & registration

Address1101 Wootton Parkway, Suite 400, Rockville, MD 20852
Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$197.7M
Non-discretionary$0
Total (RAUM)$197.7M