Eagle Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Eagle Investment Advisors reports 132 individuals. Of its assets, 91.2% ($170M across 251 accounts) are managed with discretion; $16.4M across 9 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $186M | 100.0% | $1.41M |
| Total | 132 | $186M | 100% | $1.41M |
- Clients
- 132
- Regulatory AUM
- $186M
- AUM share
- 100.0%
- Avg. per client
- $1.41M
Total
- Clients
- 132
- Regulatory AUM
- $186M
- AUM share
- 100%
- Avg. per client
- $1.41M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Eagle Investment Advisors charges 0.50%–1.00% for its Investment advisory/management services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M and above | 0.50% |
Fee details and sources
Jay Painter owns 50% to 75% of Eagle Investment Advisors. The leadership team of Eagle Investment Advisors includes Chief Financial Officer Jay Painter and Chief Compliance Officer David Summers. It has 2 employees.
Leadership
- Jay PainterManaging Member/Principal and Chief Financial Officer
- David SummersManaging Member/Principal and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Eagle Investment Advisors, LLC
Jay Painter
Control person · since October 2006
- Owns 50% to 75% of Eagle Investment Advisors, LLC
David Summers
Control person · since October 2006
Eagle Investment Advisors’ regulatory assets grew from $124M (February 2021) to $186M (February 2026); clients fell from 222 to 132 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $186M | 132 | 2 | 1 |
| January 2025 | $169M | 129 | 2 | 1 |
| January 2024 | $151M | 129 | 2 | 1 |
| January 2023 | $131M | 134 | 2 | 1 |
| January 2022 | $147M | 225 | 2 | 1 |
| February 2021 | $124M | 222 | 2 | 1 |
Besides its headquarters, Eagle Investment Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 131 Wallace Avenue, Suite 14, DowningtownHQ
Contact and registration details
- Legal name
- Eagle Investment Advisors, LLC
- Headquarters
- 131 Wallace Avenue, Suite 14, Downingtown, PA 19335
- Website
- eagleia.com
- Phone
- 610-269-0269
- SEC file
- 801-118074
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Eagle Investment Advisors uses Raymond James ($186M) as custodian for its separately managed accounts. Eagle Investment Advisors has custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $186M100%
At year end, Eagle Investment Advisors’ separately managed accounts were mostly in stocks (82%) and bonds (11%).
What the accounts hold
- Stocks82%
- Exchange-traded equities56%
- Non-exchange-traded equities26%
- Bonds11%
- State and local bonds5%
- U.S. government and agency bonds3%
- High-yield corporate bonds3%
- Cash10%
How many clients does Eagle Investment Advisors have?
Eagle Investment Advisors has 132 clients and manages $186 million for them, as of February 2026. They include 132 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Eagle Investment Advisors offer?
Eagle Investment Advisors provides 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
How much does Eagle Investment Advisors charge?
Eagle Investment Advisors charges 0.50%–1.00% for its Investment advisory/management services. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: EAGLE IA FORM 2A BROCHURE AND 2B SUPPLEMENT JAN 2020 # 1010, filed 19 February 2026
Which custodians does Eagle Investment Advisors use?
Eagle Investment Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Eagle Investment Advisors have?
Eagle Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 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 Investment Advisors invest in?
At the end of its last fiscal year, Eagle Investment Advisors’ separately managed accounts held 56% exchange-traded equities, 26% non-exchange-traded equities, 10% cash and equivalents, 5% state and local bonds, 3% U.S. government and agency bonds and 3% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eagle Investment Advisors?
Eagle Investment Advisors’ direct owners are Jay Painter (50% to 75%) and David Summers (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Eagle Investment Advisors get paid?
Eagle Investment Advisors is paid through a percentage of assets under management and fixed fees. 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 Investment Advisors?
Eagle Investment Advisors’ main office is at 131 Wallace Avenue, Suite 14, Downingtown, PA 19335. Its phone number is 610-269-0269. Its website is eagleia.com.