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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Eagle radial
- Established Date
- 06-08-2012
- Office Locations
- 1
Office Locations
About Eagle Investment Advisors
Eagle Investment Advisors is a fee-only, employee-owned, SEC-registered RIA in Downingtown, PA serving individuals, families, and select organizations. The firm delivers personalized investment management and life planning with objective, non-product-driven advice and a long-term, conservative approach. Principal owners bring 80+ years of experience; Raymond James serves as broker-dealer and custodian.
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Owner & Executives
JAY ALAN PAINTER
Chief Financial Officer, Managing Member, Owner, PRINCIPAL
- CRD
- #2799733
- Ownership
- 50% but less than 75%
DAVID LYNN SUMMERS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4467480
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,713,358 | $676,149 |
| Non-Discretionary | $16,374,477 | $1,819,386 |
| Total | $186,087,835 | $715,722 |
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Separately Managed Accounts
Total SMA Asset: $186,087,835
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $430,926,655 | 15.3% |
| Equity - OTC | $701,312,007 | 24.9% |
| Cash | $461,908,310 | 16.4% |
| Municipal Bonds | $405,578,028 | 14.4% |
| Corporate - Non-Investment Grade | $166,174,331 | 5.9% |
| U.S. Government/Agency | $650,614,755 | 23.1% |
| Total | $2,816,514,086 | 100.0% |