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Eagleson Arndt Financial Advisors, LLC

● SEC registered since 2025CRD 134098SEC# 801-132373Thousand Oaks, CA
Export (members)
Reg. AUM
$106.6M
Employees
1
Accounts
307
Location
Thousand Oaks, CA

Eagleson Arndt Financial Advisors, LLC assets under management

Eagleson Arndt Financial Advisors, LLC operates as an SEC-registered investment adviser based in Thousand Oaks, CA. The firm has been registered since 2025. It reports $106.6 million in regulatory assets under management and employs 1 people.

Eagleson Arndt Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Mercer Global Advisors Inc. ControlParent CompanyOver 75%2026
Victoria Eagleson Arndt ControlOwner / Chief Compliance OfficerUnder 5%2000

Frequently asked questions

How much does Eagleson Arndt Financial Advisors, LLC manage?

Eagleson Arndt Financial Advisors, LLC reports $106.6 million in regulatory assets under management on its Form ADV.

How many employees does Eagleson Arndt Financial Advisors, LLC have?

Eagleson Arndt Financial Advisors, LLC reports 1 employees.

Where is Eagleson Arndt Financial Advisors, LLC located?

Eagleson Arndt Financial Advisors, LLC is based in Thousand Oaks, CA and has been SEC-registered since 2025.

Does Eagleson Arndt Financial Advisors, LLC disclose fund performance?

Eagleson Arndt Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 E. Thousand Oaks Blvd, Suite 174, Thousand Oaks, CA 91360
Phone805-496-8450
Office hours9a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$106.6M▼ 12%
Mar '25 — $121.3MApr '25 — $121.3MMay '25 — $121.3MJun '25 — $121.3MJul '25 — $121.3MAug '25 — $121.3MSep '25 — $121.3MOct '25 — $121.3MNov '25 — $121.3MDec '25 — $121.3MJan '26 — $121.3MFeb '26 — $106.6MMar '26 — $106.6MApr '26 — $106.6MMay '26 — $106.6MJun '26 — $106.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$106.6Mregulatory AUM
Discretionary $106.6M