{"url":"https://nivawealth.com/firms/eagle-capital-management-106422","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106422","regulatoryAum":35796108152,"crd":"106422","secFileNumber":"801-48883","legalName":"Eagle Capital Management LLC","displayName":"Eagle Capital Management","website":"http://www.eaglecap.com","linkedinUrl":"https://www.linkedin.com/company/eagle-capital-management/","founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"65 East 55th Street, 26th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10022"},"tradeNames":[],"registration":{"secApproved":"5 April 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They include 1,509 high-net-worth individuals, 348 corporations and other businesses and 251 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eagle Capital Management offer?","answer":"Eagle Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Eagle Capital Management use?","answer":"Eagle Capital Management’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $5,992,610,911 and State Street Bank and Trust Company (Boston, MA), with $5,170,763,297. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eagle Capital Management have?","answer":"Eagle Capital Management has 1 investment adviser representatives registered with state securities authorities, out of 45 employees, and 12 perform investment advisory functions. 12 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eagle Capital Management invest in?","answer":"At the end of its last fiscal year, Eagle Capital Management’s separately managed accounts held 97% exchange-traded equities and 3% cash and equivalents. It advises 1 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Eagle Capital Management?","answer":"Eagle Capital Management’s direct owners are Ravenel Curry III, Adrian Meli, Alec Henry and Michael Falcon, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 10 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eagle Capital Management get paid?","answer":"Eagle Capital Management is paid through a percentage of assets under management and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}