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- Custodian
- Fidelity/NFS · Goldman Sachs · SEI
- Clients
- Retail and Institutional
- Platforms
- OptimaMomentum vector +more
- Established Date
- 11-14-1996
- Office Locations
- 2
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Meridian alpha
Alpha north oak
- CRD
- #45777
- Ownership
- 29.5%
Showing 2 of 3 owners & executives
Unlock allContacts
GONZALO ALONSO
--
- CRD
- #6334746
PAUL DAVID CHIARO JR
--
- CRD
- #2772403
Crest horizon
Catalyst wave element
- CRD
- #82952
Showing 2 of 8 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
Total SMA Asset: $2,047,115,822
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,263,427,884 | 46.7% |
| Cash | $1,795,933,547 | 25.7% |
| Public Funds | $1,928,706,844 | 27.6% |
| Total | $6,988,068,275 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON PATHWAY FOUNDATION | BRIDGE ELEMENT | RW68FFDQB | IKD | 8.88% | $38,252,296 |
| FOCUS SIGNAL | BEACON QUANTUM | S3X62VB7L | UGEDC | 8.59% | $66,922,758 |
| SIGNAL DELTA | BRIDGE FOCUS | 66HPCMK58 | WQUQ | 7.95% | $52,967,028 |
| VECTOR ATLAS CATALYST | ZENITH TIMBER | K2G71PQZK | VJKA | 6.67% | $33,491,673 |
| VITAL PATHWAY GLACIER | FUSION ZENITH | 0MNWCXNCF | VEHHI | 3.25% | $67,821,086 |
| FOUNDATION CREST ATLAS | ATLAS MATRIX | 1UQHJ25U8 | UCSJ | 8.75% | $81,508,764 |
| INSIGHT FUSION HARBOR | MATRIX FRONTIER | N3GWUSH3T | FQNIL | 11.71% | $45,273,716 |
| VALUE WAVE PRIME | MOMENTUM VECTOR | 4ZFLZ4TVH | QHILA | 5.36% | $118,224,342 |