$89.7M Total AUM
$89.7M Disc. AUM
-- 3Y CAGR
1 Employees
116 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-13-2006
- Office Locations
- 1
Office Locations
-- Westerville OH
About Eagle EYE Advisory LLC
Eagle Eye Advisory LLC is a fiduciary RIA providing goal-based financial planning and portfolio construction for retail clients, including business owners. The firm emphasizes asset-allocation portfolios built primarily with ETFs, complemented by fixed income for diversification. Uses Charles Schwab & Company as a primary custodian and serves clients from Ohio and Florida offices.
Team overview
-- AVG AGE
$89.7M AVG AUM / ADVISOR
$773.0K AVG AUM / CLIENT
19.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
S
STEVE A SCHAEFER
Advisor, Chief Compliance Officer, Owner
- CRD
- #5085596
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,664,932 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,664,932 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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