SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Eagle Global Advisors LLC
Houston, TX
CRD 107306
Firm filing updated September 4, 2026 ·
- $3.1BAssets
- 366Clients
- 11Advisory staff
- 366Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals336
- Charities16
- Pension and profit sharing plans6
- Investment companies5
- Pooled vehicles3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 336 | $1.8 billion |
| Investment companies | 5 | $631.2 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $421.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $103.4 million |
| Charitable organizations | 16 | $153.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$3.1 billion
- Accounts366
- DiscretionaryAll accounts
People
- Employees24
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 107306, SEC file 801-53294.
- Registered with the SEC as an investment advisor (status date on record: November 14, 1996).
Is Eagle Global Advisors LLC a fiduciary?
Short answer: Eagle Global Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.