{"url":"https://nivawealth.com/firms/eagle-financial-advisors-167696","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/167696","regulatoryAum":113064000,"crd":"167696","secFileNumber":"801-137200","legalName":"Eagle Financial Advisors, LLC","displayName":"Eagle Financial Advisors","slug":"eagle-financial-advisors-167696","website":"https://eaglefinancialadvisors.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9300 Wade BLVD., Suite 100","city":"Frisco","state":"TX","stateName":"Texas","country":"United States","postalCode":"75035"},"tradeNames":[],"registration":{"secApproved":"1 September 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":343659.57446808513,"staff":{"employees":9,"advisory":9,"brokerDealerReps":0,"insuranceAgents":9,"promoters":1},"aum":{"regulatory":113064000,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":113064000,"nonDiscretionaryAccounts":421,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":312,"regulatoryAum":87564000},{"label":"High-net-worth individuals","clients":17,"regulatoryAum":25500000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:42:15.979942+00:00","documents":[{"name":"PART 2A DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056822","versionId":1056822,"submittedOn":"2026-09-02"}]},"custodians":[],"custodyNote":"Eagle Financial Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"9300 Wade BLVD., Suite 100","city":"Frisco","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-994-1317","stateRegisteredReps":9,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":38},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":54},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"2 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/167696/PDF/167696.pdf","brochureDate":"2 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056822","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Eagle Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eagle Financial Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Eagle Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eagle Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Eagle Financial Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Eagle Financial Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva 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."}