EAGLE BAY FAMILY OFFICE
SEC RegisteredIf It Matters to You, It Matters to Us.
About the firm
Eagle Bay Family Office is a true fiduciary offering a family office model with transparent methods and personal service. They serve as a single point-of-contact for all financial matters, providing complete wealth solutions with specializations in investment management, estate & tax planning, and expertise to execute on complex problems.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (advising on client-sourced opportunities, manager due diligence and selection, strategic asset allocation, systemic portfolio rebalancing, consolidated performance reporting), estate & tax planning, and family office services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $5.6M |
| High Net Worth Individuals | 37 | $675M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EAGLE BAY FAMILY OFFICE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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