E
CRD: 126599
Eagan Capital Management, LLC
Fayetteville, NY, 13066
3156378004
$86.2M Total AUM
$26.1M Disc. AUM
-- 3Y CAGR
2 Employees
222 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Equity Trust ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2001
- Office Locations
- 1
Office Locations
210 South Manlius ST Fayetteville NY
About Eagan Capital Management, LLC
Eagan Capital Management, LLC is a Fayetteville-based RIA. The firm has been operating for 25 years. Managing $86.2M in total assets under management, with 1 advisory representatives. They custody assets with Equity Trust and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$86.2M AVG AUM / ADVISOR
$388.4K AVG AUM / CLIENT
25.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
25yrs Firm Age
Insights
Upgrade to reveal position-level detail across beacon meridian.
Unlock to see real insight on pioneer signal.
Premium access reveals conviction themes in ridge momentum.
Full visibility includes strategy notes for ridge ridge.
Request access to benchmark trends tied to vector.
Full visibility includes strategy notes for summit peak pioneer.
Unlock to compare peer behavior around peak beacon.
See the complete signal summary connected to signal momentum.
Asset Classes
Ridge Optima ridge Capital vertex Unison
Client Personas
Insight
Investment Themes
Catalyst Horizon
Investment Vehicles
Foundation fusion
Services
Quantum momentum Vertex Meridian Oak Zenith Quantum Value fusion
Owner & Executives
E
EDWARD WALKER EAGAN
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(404) 370-2704
signal.radial@unisoncapital.com
in linkedin.com/in/insight-atlas
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,108,439 | $140,368 |
| Non-Discretionary | $60,113,598 | $318,061 |
| Total | $86,222,037 | $229,925 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $86,222,037
Private Funds:
23.7% Cash:
36.3% Equity - Exchange:
40.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,258,737,167 | 23.7% |
| Cash | $1,927,939,204 | 36.3% |
| Equity - Exchange | $2,124,450,914 | 40.0% |
| Total | $5,311,127,285 | 100.0% |