CRD: 173730
Eagle Capital Advisors, LLC
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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorCatalyst optima
- Established Date
- 11-01-2014
- Office Locations
- 1
Office Locations
About Eagle Capital Advisors, LLC
Eagle Capital Advisors is an independent Connecticut RIA providing customized asset management and portfolio construction across equity and fixed income. The firm emphasizes wealth preservation through diversification, rigorous fundamental research, and disciplined risk management, with personal client service and periodic market/economic commentary. Portfolios are supported by a secure Black Diamond client portal and custody at Schwab.
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Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
MICHAEL RALPH PELOSI
Investment Banking Analyst, Manager
- CRD
- #4555231
- Ownership
- 75% or more
SUSAN FROIS
Chief Compliance Officer, Operations Manager
- CRD
- #6461924
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,973,611 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,973,611 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,973,611
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $275,570,705 | 25.0% |
| Equity - Exchange | $72,750,666 | 6.6% |
| Cash | $224,865,695 | 20.4% |
| Corporate - Investment Grade | $256,831,897 | 23.3% |
| U.S. Government/Agency | $272,263,858 | 24.7% |
| Total | $1,102,282,821 | 100.0% |