E
$455.2M Total AUM
$455.2M Disc. AUM
0.8% 3Y CAGR
3 Employees
312 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha primePathway
- Established Date
- 02-01-2000
- Office Locations
- 1
Office Locations
1417 West Causeway Approach Mandeville LA
About Eagle Capital Management, LLC
Eagle Capital Management, LLC is an SEC-registered RIA serving clients from the New Orleans/Mandeville, Louisiana area. The firm provides disciplined investment management for common stock, fixed income, balanced, and ETF portfolios, supporting both retail and institutional relationships. Custody is via Charles Schwab.
Team overview
-- AVG AGE
$227.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Fusion ridge Eagle frontier Pioneer Catalyst meridian Alpha momentum
Custodian
Element vector Alpha quantum
Investment Themes
Signal
Investment Vehicles
Focus vertex Vertex vital
Services
Signal Focus Ember Signal bridge
Technology
Delta summit Horizon fusion
Owner & Executives
KENNETH NORMAN ROSS MR.
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #1043565
- Ownership
- 50% but less than 75%
(503) 700-6396
momentum.ember@beaconcapital.com
in linkedin.com/in/alpha-insight
ERIC V. MAXWELL
SENIOR VICE PRESIDENT, Vice President
- CRD
- #5990050
- Ownership
- 10% but less than 25%
(404) 705-3021
vertex.delta@signalcapital.com
in linkedin.com/in/optima-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,167,867 | $566,129 |
| Non-Discretionary | $0 | -- |
| Total | $455,167,867 | $566,129 |
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Separately Managed Accounts
Total SMA Asset: $455,167,867
Equity - Exchange:
28.3% Corporate - Investment Grade:
12.6% Public Funds:
28.0% Cash:
31.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,647,007,758 | 28.3% |
| Corporate - Investment Grade | $733,296,740 | 12.6% |
| Public Funds | $1,629,548,312 | 28.0% |
| Cash | $1,809,962,590 | 31.1% |
| Total | $5,819,815,400 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM FRONTIER HARBOR | QUANTUM VALUE | 69N8I2OYG | IGS | 12.02% | $26,235,770 |
| ATLAS VALUE ELEMENT | VECTOR WAVE | AR5548Y9B | XGUGD | 5.12% | $84,047,957 |
| FRONTIER QUANTUM OPTIMA | HORIZON PATHWAY | 3U20OTW4W | IMS | 9.63% | $50,139,389 |
| OPTIMA FRONTIER | HARBOR HORIZON | B832RJ4E1 | MTG | 5.64% | $63,612,022 |
| PEAK PATHWAY OAK | ATLAS TIMBER | RXARYKH7O | IDE | 7.20% | $109,855,520 |
| EMBER PEAK BRIDGE | ELEMENT ATLAS | K38H7HTCW | MLNL | 11.73% | $62,449,755 |
| RADIAL ZENITH NORTH | MERIDIAN GLACIER | DDRS1CUPO | NKH | 5.24% | $73,640,625 |
| PEAK HORIZON LEGACY | FOUNDATION VITAL | PILEDBUPW | KTOZB | 1.03% | $46,591,858 |