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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-29-2019
- Office Locations
- 3
Office Locations
About Eagle Point Capital LLC
Eagle Point Capital LLC is a Chicago-based RIA serving retail and institutional clients, including business owners and entrepreneurs. The firm provides financial planning, insurance guidance, and portfolio construction using a long-term, margin-of-safety, business-owner approach focused on avoiding permanent capital loss and improving after-tax purchasing power. SMA implementation is predominantly ETF-based (Interactive Brokers).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 58 clients, or 19.3 clients per representative. That equates to $405.8K in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Eagle Point Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW PATRICK FRANZ
Chief Compliance Officer, Principal
- CRD
- #5951319
- Ownership
- 50% but less than 75%
Daniel Harrison Shuart
Managing Principal, PRINCIPAL
- CRD
- #7142336
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Andrew Curtis Hakim
Principal
- CRD
- #7975219
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,534,747 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,534,747 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Eagle Point Capital LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.