Eagle Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Eagle Capital Management reports 312 clients. They include 204 individual clients, 87 high-net-worth individuals, and 21 corporations and other businesses. Of its assets, 100.0% ($455M across 804 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 12% |
| High-net-worth individuals | 28% | 64% |
| Banking or thrift institutions | Fewer than 5 | 17% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Charitable organizations | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | 7% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 204 | $53M | 11.6% | $260K |
| High-net-worth individuals | 87 | $290M | 63.8% | $3.34M |
| Banking or thrift institutions | Fewer than 5 | $79.6M | 17.5% | — |
| Pension and profit-sharing plans | Fewer than 5 | $16.3M | 3.6% | — |
| Charitable organizations | Fewer than 5 | $4.33M | 1.0% | — |
| Corporations and other businesses | 21 | $11.6M | 2.6% | $554K |
| Total | 312 | $455M | 100% | — |
- Clients
- 204
- Regulatory AUM
- $53M
- AUM share
- 11.6%
- Avg. per client
- $260K
- Clients
- 87
- Regulatory AUM
- $290M
- AUM share
- 63.8%
- Avg. per client
- $3.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $79.6M
- AUM share
- 17.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $16.3M
- AUM share
- 3.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.33M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- 21
- Regulatory AUM
- $11.6M
- AUM share
- 2.6%
- Avg. per client
- $554K
Total
- Clients
- 312
- Regulatory AUM
- $455M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Eagle Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Kenneth Ross owns 50% to 75% of Eagle Capital Management. The leadership team of Eagle Capital Management includes President Eric Maxwell and Chief Investment Officer Kenneth Ross. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Eagle Capital Management, LLC
Kenneth Ross
Control person · since May 2020
- Owns 10% to 25% of Eagle Capital Management, LLC
Eric Maxwell
Control person · since July 2019
- Owns 10% to 25% of Eagle Capital Management, LLC
Derek Investments, LLC
since July 2019
- Owns 75% or more of Derek Investments, LLC
Derek Curry
Control person · since July 2019
- Owns 10% to 25% of Eagle Capital Management, LLC
MWR Investments LLC
since June 2020
Michael Rohm
Managing member · Control person · since June 2020
- Owns 5% to 10% of Eagle Capital Management, LLC
Entourage Eagle Investments, LLC
since July 2019
- Owns 75% or more of Entourage Eagle Investments, LLC
Phillip Breaux
Control person · since July 2019
- Owns 5% to 10% of Eagle Capital Management, LLC
Entourage Eagle Investments #2, LLC
since July 2019
- Owns 75% or more of Entourage Eagle Investments #2, LLC
Glen Ross
Control person · since July 2019
- Owns 5% to 10% of Eagle Capital Management, LLC
Entourage Eagle Investments #3, LLC
since July 2019
- Owns 75% or more of Entourage Eagle Investments #3, LLC
Gerald Heap
Control person · since July 2019
- Owns 5% to 10% of Eagle Capital Management, LLC
Acadiana Accounting, LLC
since July 2019
- Owns 75% or more of Acadiana Accounting, LLC
Robert Rowe
Control person · since February 2019
Eagle Capital Management’s regulatory assets grew from $362M (February 2021) to $455M (February 2026); clients rose from 268 to 312 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $455M | 312 | 3 | 2 |
| Feb 2025February 2025 | $438M | 323 | 2 | 2 |
| Mar 2024March 2024 | $396M | 321 | 3 | 2 |
| Feb 2023February 2023 | $375M | 290 | 3 | 2 |
| Feb 2022February 2022 | $443M | 273 | 3 | 2 |
| Feb 2021February 2021 | $362M | 268 | 3 | 2 |
Besides its headquarters, Eagle Capital Management has 1 office, with 2 listed addresses in 1 state.
Louisiana · 2 listed addresses
- 1417 West Causeway Approach, MandevilleHQ
- 113 Oil Center Drive, Lafayette
Contact and registration details
- Legal name
- Eagle Capital Management, LLC
- Headquarters
- 1417 West Causeway Approach, Mandeville, LA 70471
- Website
- eagle-capital.com
- Phone
- 985-778-0987
- SEC file
- 801-57207
- Structure
- Louisiana LLC
- Fiscal year end
- December
Eagle Capital Management’s named custodians for separately managed accounts are Charles Schwab ($359M, 82%) and Gulf Coast Bank & Trust ($80.1M, 18%). Eagle Capital Management has custody of $6.11M for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $359M82%
- Gulf Coast Bank & TrustGulf Coast Bank & Trust Company · New Orleans, LA · $80.1M18%
At year end, Eagle Capital Management’s separately managed accounts were largely in stocks (34%) and bonds (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $293K across 50 positions; the largest are Schwab Strategic TR (10.1%), State Str SPDR S&P 500 ETF T (9.7%) and Invesco Qqq TR (8.8%).
What the accounts hold
- Stocks34%
- Funds29%
- Bonds30%
- Cash7%
How many clients does Eagle Capital Management have?
Eagle Capital Management has 312 clients and manages $455 million for them, as of February 2026. They include 204 individual clients, 87 high-net-worth individuals, and 21 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 February 2026
What services does Eagle Capital Management offer?
Eagle Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Eagle Capital Management use?
Eagle Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $359M and Gulf Coast Bank & Trust Company (New Orleans, LA), with $80.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 February 2026
How many financial advisors does Eagle Capital Management have?
Eagle Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eagle Capital Management invest in?
At the end of its last fiscal year, Eagle Capital Management’s separately managed accounts held 34% exchange-traded equities, 30% investment grade corporate bonds, 29% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eagle Capital Management?
Eagle Capital Management is owned through holding companies by Phillip Breaux, Glen Ross, Gerald Heap, Derek Curry and Robert Rowe. Its direct owners are Kenneth Ross (50% to 75%), Eric Maxwell (10% to 25%), Entourage Eagle Investments, LLC (5% to 10%), Entourage Eagle Investments #2, LLC (5% to 10%), Entourage Eagle Investments #3, LLC (5% to 10%), Derek Investments, LLC (10% to 25%), Acadiana Accounting, LLC (5% to 10%) and MWR Investments LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 February 2026
How does Eagle Capital Management get paid?
Eagle Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Eagle Capital Management?
Eagle Capital Management’s main office is at 1417 West Causeway Approach, Mandeville, LA 70471. Its phone number is 985-778-0987. Its website is eagle-capital.com.