Eagle Harbor Asset Management provides portfolio management for individuals and small businesses.
Eagle Harbor Asset Management reports 203 clients. They include 153 high-net-worth individuals, 46 individual clients, and 4 corporations and other businesses. Of its assets, 100.0% ($161M across 203 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 4% |
| High-net-worth individuals | 75% | 94% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 46 | $6.4M | 4.0% | $139K |
| High-net-worth individuals | 153 | $152M | 94.5% | $993K |
| Corporations and other businesses | Fewer than 5 | $2.52M | 1.6% | $630K |
| Total | 203 | $161M | 100% | — |
- Clients
- 46
- Regulatory AUM
- $6.4M
- AUM share
- 4.0%
- Avg. per client
- $139K
- Clients
- 153
- Regulatory AUM
- $152M
- AUM share
- 94.5%
- Avg. per client
- $993K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.52M
- AUM share
- 1.6%
- Avg. per client
- $630K
Total
- Clients
- 203
- Regulatory AUM
- $161M
- 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 Harbor Asset Management charges 0.50%–1.00% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$3M | 0.75% |
| $3M and above | 0.50% |
Fee details and sources
Andrew Loechl owns 75% or more of Eagle Harbor Asset Management. The leadership team of Eagle Harbor Asset Management includes President Andrew Loechl and Chief Compliance Officer Brian McAuley. It has 3 employees, 2 of them in advisory roles.
Leadership
Andrew LoechlPresident
Brian McAuleyChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Eagle Harbor Asset Management Inc
Andrew Loechl
Control person · since January 2009
Eagle Harbor Asset Management’s regulatory assets grew from $111M (May 2021) to $161M (February 2026); clients rose from 143 to 203 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $161M | 203 | 3 | 1 |
| February 2025 | $140M | 188 | 3 | 1 |
| March 2024 | $131M | 184 | 3 | 1 |
| March 2023 | $113M | 181 | 3 | 1 |
| March 2022 | $119M | 149 | 3 | 1 |
| May 2021 | $111M | 143 | 3 | 1 |
Besides its headquarters, Eagle Harbor Asset Management has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Eagle Harbor Asset Management Inc
- Headquarters
- Not reported
- Website
- ehaminc.com
- Phone
- 206-300-1423
- SEC file
- 801-121335
- Structure
- Washington corporation
- Fiscal year end
- December
Eagle Harbor Asset Management uses Charles Schwab ($140M, 89%) and US Bank, N.A. ($17.3M, 11%) as custodians for its separately managed accounts. Eagle Harbor Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $140M89%
- US Bank, N.A.US Bank, N.A. · Minneapolis, MN · $17.3M11%
At year end, Eagle Harbor Asset Management’s separately managed accounts were mostly in stocks (71%).
What the accounts hold
- Stocks71%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash8%
- Other19%
- Exchange-traded fixed income securities19%
How many clients does Eagle Harbor Asset Management have?
Eagle Harbor Asset Management has 203 clients and manages $161 million for them, as of February 2026. They include 153 high-net-worth individuals, 46 individual clients, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Eagle Harbor Asset Management offer?
Eagle Harbor Asset Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Eagle Harbor Asset Management charge?
Eagle Harbor Asset Management charges 0.50%–1.00% a year for its Portfolio management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Eagle Harbor Asset Management use?
Eagle Harbor Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $140M and US Bank, N.A. (Minneapolis, MN), with $17.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Eagle Harbor Asset Management have?
Eagle Harbor Asset Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Harbor Asset Management invest in?
At the end of its last fiscal year, Eagle Harbor Asset Management’s separately managed accounts held 71% exchange-traded equities, 19% other, 8% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds. The 19% other category is described as: Exchange-Traded Fixed Income Securities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eagle Harbor Asset Management?
Eagle Harbor Asset Management’s direct owner is Andrew Loechl (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Eagle Harbor Asset Management get paid?
Eagle Harbor Asset 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
Is Eagle Harbor Asset Management registered with the SEC?
Yes, Eagle Harbor Asset Management has been registered with the SEC as an investment adviser since 28 May 2021. Its CRD number is 108089 and its SEC file number is 801-121335.
Source: Form ADV Part 1A, Item 1, filed 18 February 2026; IAPD firm record
How do I contact Eagle Harbor Asset Management?
Its phone number is 206-300-1423. Its website is ehaminc.com.