Eagle's Crest Advisors provides financial planning and portfolio management for individuals and small businesses.
Eagle's Crest Advisors reports 60 clients. They include 46 high-net-worth individuals and 14 individual clients. Nearly all assets ($126M across 323 accounts) are managed with discretion; $25.9K across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 5% |
| High-net-worth individuals | 77% | 91% |
| Corporations and other businesses | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $5.97M | 4.7% | $427K |
| High-net-worth individuals | 46 | $115M | 91.0% | $2.49M |
| Corporations and other businesses | Fewer than 5 | $5.38M | 4.3% | — |
| Total | 60 | $126M | 100% | — |
- Clients
- 14
- Regulatory AUM
- $5.97M
- AUM share
- 4.7%
- Avg. per client
- $427K
- Clients
- 46
- Regulatory AUM
- $115M
- AUM share
- 91.0%
- Avg. per client
- $2.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.38M
- AUM share
- 4.3%
- Avg. per client
- —
Total
- Clients
- 60
- Regulatory AUM
- $126M
- 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's Crest Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Standalone financial planning is billed hourly at $150 to $500 per hour, or as a negotiated flat fee.
- Retirement Plan Consulting
- Retirement plan consulting fees are 1.0% per annum of the market value of the plan’s assets.
Abel Oonnoonny owns 75% or more of Eagle's Crest Advisors. The leadership team of Eagle's Crest Advisors includes Chief Compliance Officer Abel Oonnoonny. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Eagle'S Crest Advisors, LLC
Abel Oonnoonny
Control person · since May 2025
Eagle's Crest Advisors’ regulatory assets grew Infinity× from $0 (July 2025) to $126M (September 2026); employees rose from 1 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $126M | 60 | 4 | 2 |
| Jul 2025July 2025 | $0 | 0 | 1 | 1 |
Besides its headquarters, Eagle's Crest Advisors has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 922 Williston Park Point, Lake Mary
New York · 1 listed address
- 75 Prospect St, Suite 402c, HuntingtonHQ
Contact and registration details
- Legal name
- Eagle'S Crest Advisors, LLC
- Headquarters
- 75 Prospect St, Suite 402c, Huntington, NY 11743
- Website
- eaglescrestadvisors.com
- Phone
- 646-627-6030
- SEC file
- 801-132362
- Structure
- New York LLC
- Fiscal year end
- December
Eagle's Crest Advisors’ named custodians for separately managed accounts are Altruist ($84.8M, 83%) and SEI Investments Distribution ($17.4M, 17%). Eagle's Crest Advisors does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $84.8M83%
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $17.4M17%
At year end, Eagle's Crest Advisors’ separately managed accounts were largely in funds (49%) and stocks (47%).
What the accounts hold
- Stocks47%
- Funds49%
- Bonds3%
- Cash1%
How many clients does Eagle's Crest Advisors have?
Eagle's Crest Advisors has 60 clients and manages $126 million for them, as of September 2026. They include 46 high-net-worth individuals and 14 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Eagle's Crest Advisors offer?
Eagle's Crest Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Eagle's Crest Advisors use?
Eagle's Crest Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $84.8M and SEI Investments Distribution Co. (Oaks, PA), with $17.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Eagle's Crest Advisors have?
Eagle's Crest Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 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's Crest Advisors invest in?
At the end of its last fiscal year, Eagle's Crest Advisors’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 47% exchange-traded equities, 3% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Eagle's Crest Advisors?
Eagle's Crest Advisors’ direct owner is Abel Oonnoonny (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Eagle's Crest Advisors get paid?
Eagle's Crest Advisors is paid through a percentage of assets under management, hourly charges 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's Crest Advisors?
Eagle's Crest Advisors’ main office is at 75 Prospect St, Suite 402c, Huntington, NY 11743. Its phone number is 646-627-6030. Its website is eaglescrestadvisors.com.