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EAGLECLAW CAPITAL MANAGEMENT LLC

SEC Registered

Unwavering Focus on Service, Integrity and Results

BOSTON, MAhttps://eagleclawcapital.com617-314-0213
Assets Under Management
$500M–$1B
Year Founded
2005
Employees
4
Office Locations
1 office
Total Accounts
313

About the firm

An independent investment advisory firm founded in 2005, EagleClaw Capital Management is composed of a group of professionals with diverse skill sets. The expertise of our team allows us to provide clients with the service and attention they require and deserve.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit Sharing

Areas of expertise

Wealth ManagementInvestment ManagementPersonal Finance PlanningEstate PlanningPortfolio ManagementHigh-net-worth IndividualsTax PlanningWealth Transfer

Services

EagleClaw Capital Management offers wealth management, investment management (including shares, bonds, real estate, and other assets), personal finance planning, and estate planning.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)42$24M
High Net Worth Individuals263$724M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities7
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

David Warren Donahue
MEMBER
Katherine Rose Kelliher
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
MA
BOSTONHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#134045
SEC Number
801-63954
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $350,000 (waivable)
Asset tierAnnual rate
Up to $2,000,0001.25%
$2,000,000 - $5,000,0001.00%
$5,000,000 - $10,000,0000.75%
$10,000,000 and above0.50%

Data as of September 26, 2025 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EAGLECLAW 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.

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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