Eagan Capital Management, LLC (Fayetteville)

Eagan Capital Management, LLC is a mid-sized advisory firm based in Fayetteville. It manages $59.85 million of regulatory assets for 317 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and New York.

Eagan Capital Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm also engages as solictor for hammer asset management, llc.

Eagan Capital Management: assets under management

The assets under management (AUM) of Eagan Capital Management, LLC is $59.85 million. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.39 million in discretionary accounts and $32.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $213.54 thousand.

Investments

The firm invests in government bonds the most. They account for 49% of the total AUM. The second-largest asset type is other assets, which make up 26% of the firm’s portfolio. Investments in exchange traded securities form 25% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eagan Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eagan Capital Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Eagan Capital Management is high net worth individuals with 33 clients and $32.46 million of assets under management. Among the 3 most similar advisory firms, Eagan Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $59.85 million for 223 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Eagan Capital Management doesn't advise any private funds.

Careers at Eagan Capital Management, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Walker Eagan	Managing member, chief compliance officer	1 Mar 2001	75% - 100%	1931140

Based in Fayetteville

The principal office where Eagan Capital Management, LLC performs its advisory services is located at 210 South Manlius St, Fayetteville, NY 13066 2039, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-637-8004 or by fax 315-637-3153. The normal business hours are 9:00 - 5:00 on Monday - Friday.