Eagle Investment Advisors, LLC
● SEC registered since 2020CRD 144094SEC# 801-118074Downingtown, PA
Reg. AUM
$186.1M
Employees
2
Accounts
260
Location
Downingtown, PA
Eagle Investment Advisors, LLC assets under management
Eagle Investment Advisors, LLC operates as an SEC-registered investment adviser based in Downingtown, PA. The firm has been registered since 2020. It reports $186.1 million in regulatory assets under management and employs 2 people.
Eagle Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lynn Summers Control | Managing Member/Principal And Chief Compliance Officer | 50-75% | 2006 |
| Jay Alan Painter Control | Managing Member/Principal And Chief Financial Officer | 50-75% | 2006 |
Frequently asked questions
How much does Eagle Investment Advisors, LLC manage?
Eagle Investment Advisors, LLC reports $186.1 million in regulatory assets under management on its Form ADV.
How many employees does Eagle Investment Advisors, LLC have?
Eagle Investment Advisors, LLC reports 2 employees.
Where is Eagle Investment Advisors, LLC located?
Eagle Investment Advisors, LLC is based in Downingtown, PA and has been SEC-registered since 2020.
Does Eagle Investment Advisors, LLC disclose fund performance?
Eagle Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 131 Wallace Avenue, Suite 14, Downingtown, PA 19335 |
| Phone | 610-269-0269 |
| Office hours | 8:30 To 4:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.1M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$186.1Mregulatory AUM
Discretionary $169.7MNon-discretionary $16.4M