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- Custodian
- City National Bank ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Crest alpha
- Established Date
- 03-03-2005
- Office Locations
- 2
Office Locations
About Eagleclaw Capital Management LLC
Eagleclaw Capital Management is a Boston-based registered investment adviser serving retail and institutional clients. The firm focuses on portfolio construction and asset allocation, with planning-oriented support such as estate planning, insurance, and 529 plan guidance. Its discretionary SMA implementation is primarily ETF-based, and it works with custodians including RBC.
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Owner & Executives
DAVID WARREN DONAHUE JR.
President
- CRD
- #1787234
- Ownership
- 75% or more
KATHERINE ROSE KELLIHER
Chief Compliance Officer, Registered Representative, Senior Vice President
- CRD
- #4146307
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID WARREN DONAHUE
Managing Director
- CRD
- #69819
THOMAS EDWARD POWERS III
--
- CRD
- #1464392
Element oak
Vital pioneer ember
- CRD
- #92545
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $803,279,126 | $2,566,387 |
| Non-Discretionary | $0 | -- |
| Total | $803,279,126 | $2,566,387 |
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Separately Managed Accounts
Total SMA Asset: $803,279,126
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $807,430,999 | 9.2% |
| Municipal Bonds | $1,246,252,194 | 14.2% |
| Public Funds | $3,220,947,572 | 36.7% |
| Cash | $965,406,629 | 11.0% |
| Corporate - Investment Grade | $2,536,386,509 | 28.9% |
| Total | $8,776,423,903 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL FUSION OAK | VALUE OPTIMA | RS3IYUXFB | WXIS | 10.87% | $2,272,763 |
| VERTEX FOUNDATION | WAVE FUSION | 3GH26RVKH | JFD | 6.06% | $26,503,892 |
| ATLAS INSIGHT PATHWAY | FOUNDATION QUANTUM | CHZYPX67H | BZA | 4.79% | $27,111,495 |
| PEAK OAK | FUSION NORTH | DEH7IKOTC | BDJ | 10.34% | $31,828,864 |
| OPTIMA ELEMENT MERIDIAN | ELEMENT PIONEER | CTWEUYJSX | SEO | 7.06% | $64,389,063 |
| VECTOR SUMMIT | PIONEER PIONEER | GAU65UF82 | SNLFH | 6.34% | $103,450,203 |
| FRONTIER BRIDGE | SUMMIT LEGACY | L4IEAHHRU | APLK | 6.05% | $36,476,520 |
| CREST SUMMIT | FRONTIER CREST | 2D2IBV9IM | AYE | 8.24% | $103,818,927 |