Eaglestone Wealth Advisors, Inc.
CRD 141014SEC# 801-68116Rockville, MD
No longer SEC-registered. Eaglestone Wealth Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$197.7M
Employees
6
Accounts
417
Location
Rockville, MD
Eaglestone Wealth Advisors, Inc. assets under management
Eaglestone Wealth Advisors, Inc. operates as an SEC-registered investment adviser based in Rockville, MD. It reports $197.7 million in regulatory assets under management and employs 6 people.
Eaglestone Wealth Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eaglestone Tax & Wealth Advisors, Inc. Control | Owner | Over 75% | 2022 |
| John W Martin | Chief Operating Officer | 10-25% | 2022 |
| Joseph Lager | Shareholder | Under 5% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Eaglestone Wealth Advisors, Inc. manage?
Eaglestone Wealth Advisors, Inc. reports $197.7 million in regulatory assets under management on its Form ADV.
How many employees does Eaglestone Wealth Advisors, Inc. have?
Eaglestone Wealth Advisors, Inc. reports 6 employees.
Where is Eaglestone Wealth Advisors, Inc. located?
Eaglestone Wealth Advisors, Inc. is based in Rockville, MD.
Does Eaglestone Wealth Advisors, Inc. disclose fund performance?
Eaglestone Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1101 Wootton Parkway, Suite 400, Rockville, MD 20852 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$197.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$197.7Mregulatory AUM
Discretionary $197.7M