Eagle Financial Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Eagle Financial Advisors reports 329 clients. They include 312 individual clients and 17 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $113M across 421 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 77% |
| High-net-worth individuals | 5% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 312 | $87.6M | 77.4% | $281K |
| High-net-worth individuals | 17 | $25.5M | 22.6% | $1.5M |
| Total | 329 | $113M | 100% | $344K |
- Clients
- 312
- Regulatory AUM
- $87.6M
- AUM share
- 77.4%
- Avg. per client
- $281K
- Clients
- 17
- Regulatory AUM
- $25.5M
- AUM share
- 22.6%
- Avg. per client
- $1.5M
Total
- Clients
- 329
- Regulatory AUM
- $113M
- AUM share
- 100%
- Avg. per client
- $344K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Eagle Financial Advisors 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.
It has 9 employees.
Leadership
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 9 insurance agents
- 1 soliciting firm
Besides its headquarters, Eagle Financial Advisors has 1 office, with 1 listed address in 1 state.
Texas · 1 listed address
- 9300 Wade BLVD., Suite 100, FriscoHQ
Contact and registration details
- Legal name
- Eagle Financial Advisors, LLC
- Headquarters
- 9300 Wade BLVD., Suite 100, Frisco, TX 75035
- Website
- eaglefinancialadvisors.net
- Phone
- 800-994-1317
- SEC file
- 801-137200
- Structure
- Texas LLC
- Fiscal year end
- December
Eagle Financial Advisors does not have custody of client assets.
At year end, Eagle Financial Advisors’ separately managed accounts were mostly in funds (55%) and stocks (38%).
What the accounts hold
- Stocks38%
- Funds55%
- Registered funds54%
- Pooled vehicles1%
- Bonds2%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash5%
How many clients does Eagle Financial Advisors have?
Eagle Financial Advisors has 329 clients and manages $113 million for them, as of September 2026. They include 312 individual clients and 17 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026
What services does Eagle Financial Advisors offer?
Eagle Financial Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Eagle Financial Advisors have?
Eagle Financial Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 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 Financial Advisors invest in?
At the end of its last fiscal year, Eagle Financial Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 5% cash and equivalents, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Eagle Financial Advisors get paid?
Eagle Financial Advisors 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 Financial Advisors?
Eagle Financial Advisors’ main office is at 9300 Wade BLVD., Suite 100, Frisco, TX 75035. Its phone number is 800-994-1317. Its website is eaglefinancialadvisors.net.