{"url":"https://nivawealth.com/firms/eagle-s-crest-advisors-335252","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/335252","regulatoryAum":125918243,"crd":"335252","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2852881","suffix":null,"lastName":"Linton","firstName":"Maurice","middleName":"Simpson"},{"crd":"5776479","suffix":null,"lastName":"Nathoo","firstName":"Imtiyaz","middleName":"Muhamed"},{"crd":"3121406","suffix":null,"lastName":"OONNOONNY","firstName":"ABEL","middleName":"LUKOSE"}],"total":3,"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":"2025-07-16","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2026-09-22","regulatoryAum":125918243,"clients":60,"employees":4,"offices":2}],"secFileNumber":"801-132362","legalName":"Eagle'S Crest Advisors, LLC","displayName":"Eagle's Crest Advisors","slug":"eagle-s-crest-advisors-335252","website":"https://eaglescrestadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"75 Prospect St, Suite 402c","city":"Huntington","state":"NY","stateName":"New York","country":"United States","postalCode":"11743"},"tradeNames":[],"registration":{"secApproved":"23 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2009049.75,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":125918243,"discretionary":125892298,"discretionaryAccounts":323,"nonDiscretionary":25945,"nonDiscretionaryAccounts":8,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":14,"regulatoryAum":5974596},{"label":"High-net-worth individuals","clients":46,"regulatoryAum":114568389},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":5375258}],"feePrograms":[{"role":"other","program":"Financial Planning Services","summary":"Standalone financial planning is billed hourly at $150 to $500 per hour, or as a negotiated flat fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058739","versionId":1058739,"submittedOn":"2026-09-22","documentName":"2026 EAGLES CREST FORM ADV PART 2A FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting fees are 1.0% per annum of the market value of the plan’s assets.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058739","versionId":1058739,"submittedOn":"2026-09-22","documentName":"2026 EAGLES CREST FORM ADV PART 2A FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:58:49.104434+00:00","documents":[{"name":"2026 EAGLES CREST FORM ADV PART 2A FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058739","versionId":1058739,"submittedOn":"2026-09-22"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":84760868},{"name":"SEI Investments Distribution Co.","shortName":"SEI Investments Distribution","location":"Oaks, PA","smaAssets":17382721}],"custodyNote":"Eagle's Crest Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Abel Oonnoonny","title":"Chief Compliance Officer/Member","crd":"3121406"}],"ownership":[{"label":"Abel Oonnoonny","detail":"Chief compliance officer/member in the 75% or more ownership band and a control person, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"922 Williston Park Point","city":"Lake Mary"}]},{"state":"New York","offices":1,"addresses":[{"street":"75 Prospect St, Suite 402c","city":"Huntington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-627-6030","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":47},{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":49},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"22 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/335252/PDF/335252.pdf","brochureDate":"22 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058739","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's Crest Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eagle's Crest Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Eagle's Crest Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eagle's Crest Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eagle's Crest Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Eagle's Crest Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eagle's Crest Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Eagle's Crest Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 22 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."}