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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Goldman Sachs · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-14-1996
- Office Locations
- 4
Office Locations
About Eagle Global Advisors LLC
Eagle Global Advisors is a Houston-based investment manager and wealth manager serving retail and institutional investors directly and through intermediaries. The firm runs equity and income-oriented strategies spanning U.S., global and international equity, MLP/energy infrastructure, renewables infrastructure, and BDCs, and builds tax-efficient, all-weather portfolios for high-net-worth individuals and families. Regular market commentary and strategy profiles support due diligence.
Reported data analysis
What the numbers show
Between December 10, 2025 and September 4, 2026, reported AUM increased 25.9%, from $2.5B to $3.1B.
Across 5 reported observations, AUM increased 62.1% between March 25, 2022 and September 4, 2026, from $1.9B to $3.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 375 clients, or 34.1 clients per representative. That equates to $8.3M in reported AUM per client.
The profile lists 4 reported office locations and 29 years in operation. The source data was last updated on September 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Eagle Global Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWARD RUDGE ALLEN III
Managing Member, Senior Partner
- CRD
- #2833657
- Ownership
- 25% but less than 50%
STEVEN SAMUEL RUSSO
Advisor, Chief Compliance Officer, Managing Member, SENIOR PARTNER
- CRD
- #1742087
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
GONZALO ALONSO
Managing Director, Wealth Advisory Services
- CRD
- #6334746
Andrea Bennis
Vice President
- CRD
- --
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,099,764,577 | $8,469,302 |
| Non-Discretionary | $0 | -- |
| Total | $3,099,764,577 | $8,469,302 |
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Separately Managed Accounts
SMA allocation detail is available
Eagle Global Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Eagle Global Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.