Eagle Investment Advisors
Eagle Investment Advisors is an SEC-registered wealth manager in Downingtown, PA with $186.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Eagle Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144094, SEC 801-118074, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $186.1M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Downingtown, PA
- Employees
- 2
- Clients
- 132
- CRD
- 144094
- Ownership
- SUMMERS, DAVID, LYNN; PAINTER, JAY, ALAN
How much AUM does Eagle Investment Advisors have?
Eagle Investment Advisors reported $186.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Eagle Investment Advisors?
Disclosed owners and executives of Eagle Investment Advisors include SUMMERS, DAVID, LYNN, PAINTER, JAY, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.