{"url":"https://nivawealth.com/firms/eagle-investment-advisors-144094","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144094","regulatoryAum":186087835,"crd":"144094","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2799733","suffix":null,"lastName":"PAINTER","firstName":"JAY","middleName":"ALAN"},{"crd":"4467480","suffix":null,"lastName":"SUMMERS","firstName":"DAVID","middleName":"LYNN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-01","regulatoryAum":124331528,"clients":222,"employees":2,"offices":1},{"filedOn":"2022-01-24","regulatoryAum":147486583,"clients":225,"employees":2,"offices":1},{"filedOn":"2023-01-11","regulatoryAum":130705633,"clients":134,"employees":2,"offices":1},{"filedOn":"2024-01-11","regulatoryAum":151053921,"clients":129,"employees":2,"offices":1},{"filedOn":"2025-01-31","regulatoryAum":168555202,"clients":129,"employees":2,"offices":1},{"filedOn":"2026-02-19","regulatoryAum":186087835,"clients":132,"employees":2,"offices":1}],"secFileNumber":"801-118074","legalName":"Eagle Investment Advisors, LLC","displayName":"Eagle Investment Advisors","slug":"eagle-investment-advisors-144094","website":"https://eagleia.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/144094/9010682d44166c8a-r1.webp","tone":"dark","width":746,"height":200,"sourceUrl":"https://eagleia.com/","sourceLabel":"Eagle Investment Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"131 Wallace Avenue, Suite 14","city":"Downingtown","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19335"},"tradeNames":[],"registration":{"secApproved":"14 February 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1409756.3257575757,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":186087835,"discretionary":169713358,"discretionaryAccounts":251,"nonDiscretionary":16374477,"nonDiscretionaryAccounts":9,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":132,"regulatoryAum":186087835}],"feePrograms":[{"role":"main","program":"Investment advisory/management services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":3000000,"pct":0.75,"from":1000000},{"to":null,"pct":0.5,"from":3000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010322","versionId":1010322,"ratePeriod":"not_stated","fee_billing":"arrears","submittedOn":"2026-02-19","documentName":"EAGLE IA FORM 2A BROCHURE AND 2B SUPPLEMENT JAN 2020 # 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They include 132 individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eagle Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Eagle Investment Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Eagle Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eagle Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eagle Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Eagle Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eagle Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Eagle Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 February 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."}