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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- LegacyOptima
- Established Date
- 10-24-2019
- Office Locations
- 3
Office Locations
About Eagle Wealth Advisors
Eagle Wealth Advisors, LLC is an SEC-registered RIA serving retail clients with personalized portfolio management for individual accounts and retirement plans, plus tailored insurance solutions. The team incorporates tax-management and estate-planning guidance into client-specific risk/return profiles. Portfolios are implemented primarily with ETFs, and the firm works with custodians including Charles Schwab and Altruist.
Team overview
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Client Personas
Custodian
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Platform
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Owner & Executives
JOSEPH ANTHONY ROMANO
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #1251672
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lorne Michael Claymore
Financial Advisor, General Partner
- CRD
- #6525979
Nicholas Anthony Romano
--
- CRD
- #7839532
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,800,584 | $1,492,638 |
| Non-Discretionary | $22,322,054 | $3,720,342 |
| Total | $164,122,638 | $1,624,977 |
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Separately Managed Accounts
Total SMA Asset: $164,122,638
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $516,461,773 | 16.0% |
| Public Funds | $777,920,546 | 24.1% |
| Cash | $865,073,470 | 26.8% |
| Other | $1,068,430,292 | 33.1% |
| Total | $3,227,886,081 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR MOMENTUM ZENITH | MERIDIAN OAK | Y7HL0I5V1 | NOKJ | 7.51% | $30,252,458 |
| GLACIER MOMENTUM | SIGNAL HARBOR | PYW6V4CN2 | ZEDS | 2.79% | $58,905,650 |
| CAPITAL VECTOR | ALPHA PIONEER | 84XE26MCL | YOO | 1.70% | $46,710,597 |
| FOUNDATION FOUNDATION PRIME | EMBER MATRIX | 64MMAE7YI | NPPA | 8.88% | $118,224,748 |
| RIDGE CREST BRIDGE | SUMMIT PIONEER | QVTDI8587 | GMEQ | 5.59% | $18,584,713 |
| DELTA BRIDGE | ELEMENT ATLAS | KLR8XCQF4 | DKQK | 5.52% | $63,653,137 |
| MOMENTUM LEGACY | MOMENTUM VALUE | WNXZJS3FR | QSLPO | 9.46% | $80,696,700 |
| FOUNDATION OAK | UNISON HARBOR | 46K8G10LB | DOL | 1.39% | $13,545,781 |