Matthew Thomas Marsh
Investment adviser representative at Eagle Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$113.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Eagle Financial Advisors, LLCSep 2025 to now
- Eagle Financial GroupMay 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eagle Financial Advisors, LLC
$113.1MAssets managed
329Clients
9Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5639610
- Firm CRD
- 167696