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Eagle Financial Advisors, LLC

Eagle Financial Advisors, LLC. CRD 167696

Eagle Financial Advisors, LLC logo

CRD: 167696

Eagle Financial Advisors, LLC

Frisco, TX, 75035
8009941317
www.eaglefinancialadvisors.net
$100.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
9 Employees
430 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
12-01-2009
Office Locations
3

Office Locations

209 E Main Street, Suite 111 Waxahachie TX
9300 Wade Blvd. Suite 100 Frisco TX
-- Santa FE NM

About Eagle Financial Advisors, LLC

Eagle Financial Advisors, LLC is a Frisco-based RIA with 3 offices. The firm has been operating for 16 years. Managing $100.0M in total assets under management, with 9 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Life Insurance.

Team overview

68 AVG AGE
$11.1M AVG AUM / ADVISOR
$232.5K AVG AUM / CLIENT
9.3 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

North crest Summit

Client Personas

Zenith delta

Investment Themes

Bridge wave Momentum

Investment Vehicles

Wave Foundation wave

Services

Wave meridian Unison Pathway summit Atlas prime

Owner & Executives

C

CHARLES A LOPER

Managing Member

CRD
--
Ownership
50% but less than 75%
(869) 570-1092
harbor.fusion@zenithcapital.com
in linkedin.com/in/vertex-value
C

CHARLES ALBERT LOPER

Managing Member

CRD
--
Ownership
25% but less than 50%
(204) 989-2342
momentum.beacon@unisoncapital.com
in linkedin.com/in/optima-focus
H

Horizon ember

Zenith meridian

CRD
#37576
Ownership
27.6%
(596) 711-6816
crest.delta@embercapital.com
in linkedin.com/in/momentum-peak

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Contacts

D

DAVID MICHAEL DELEKTA

Investment Advisor

CRD
#3172012
(527) 930-6441
north.glacier@momentumcapital.com
in linkedin.com/in/wave-ridge
SCOTT GOODMAN

SCOTT GOODMAN

Consultant

CRD
#1528909
(913) 545-8734
element.quantum@legacycapital.com
in linkedin.com/in/wave-catalyst
O

Optima meridian

Fusion meridian harbor

CRD
#29642
(819) 430-4699
meridian.oak@elementcapital.com
in linkedin.com/in/pioneer-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $99,969,234 --
Total $99,969,234 --

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Separately Managed Accounts

Total SMA Asset: $99,969,234

$100.0M Total SMA
Public Funds:
19.2%
Equity - Exchange:
17.0%
Cash:
10.6%
Corporate - Investment Grade:
17.3%
Corporate - Non-Investment Grade:
19.6%
Private Funds:
16.3%
Asset class Assets Assets %
Public Funds $282,013,277 19.2%
Equity - Exchange $249,699,256 17.0%
Cash $155,694,830 10.6%
Corporate - Investment Grade $254,105,713 17.3%
Corporate - Non-Investment Grade $287,888,554 19.6%
Private Funds $239,417,522 16.3%
Total $1,468,819,152 100.0%

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