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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital timberDelta catalyst
- Established Date
- 05-18-2017
- Office Locations
- 1
Office Locations
About Eaglestrong Financial
Eaglestrong Financial is a Memphis-based RIA serving retail and institutional clients with holistic financial planning and investment management, including tax/estate planning, insurance and business-succession guidance. Portfolios emphasize active asset allocation and risk management, using mutual funds and ETFs (including socially responsible options where appropriate). Primary custody is through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM HILLIARD YATES III
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #5630161
- Ownership
- 75% or more
Dorothy Wohrman Yates
ADVISOR, Financial Advisor, Owner
- CRD
- #6934099
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,258,635 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,258,635 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,258,635
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,647,469,125 | 33.5% |
| Equity - Exchange | $2,468,744,779 | 50.2% |
| Cash | $801,604,380 | 16.3% |
| Total | $4,917,818,284 | 100.0% |