EAGLE CAPITAL MANAGEMENT LLC
SEC RegisteredExcellence Endures
About the firm
Founded in 1988, Eagle is an independent, 100% employee-owned partnership. As dedicated fiduciaries, Eagle manages partners' assets with diligence and unwavering commitment, targeting attractive absolute returns through a fundamental, bottom-up investment approach with a concentrated portfolio.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Long-term value investing through the Eagle Equity Strategy, ETF (EAGL ETF), and investment management targeting attractive absolute returns with a concentrated, fundamental bottom-up portfolio approach
Who they serve
Partners (clients) seeking long-term value investing and attractive absolute returns
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 1,509 | $6.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $1.1B |
| Charitable Organizations | 75 | $3.3B |
| State/Municipal Entities | 251 | — |
| Insurance Companies | 0 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 20, 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 CAPITAL MANAGEMENT LLC 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.
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