Double Eagle Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Double Eagle Partners provides customized investment management and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension/profit‑sharing plans and small businesses. The firm advises on a range of securities and investment vehicles, and assists clients with cash‑flow, tax, insurance, education, retirement and estate planning matters.
The firm follows an asset‑allocation centered, discretionary investment approach that is implemented through a written Investment Policy Statement and a defined investment management cycle (goal setting, risk/return profiling, allocation, selection and monitoring). Investment decisions are informed by macroeconomic analysis — including money supply, interest rates, commodity prices and political considerations — and portfolios may include traditional and alternative asset classes such as private funds and REITs; clients can impose reasonable restrictions on holdings.
Noteworthy distinctions include that the firm accepts small business and other corporate clients, a client type that is relatively uncommon among solo independent advisers, and it periodically offers educational seminars and workshops for clients and their guests. Operating at a boutique scale (managing roughly $36 million for about 50 clients), the firm also maintains a targeted program to support early‑career physicians.
Client services
Occupation focus
Demographic focus
Fee options
$0 - $5,000,000: 1.25% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $25,000,000: 0.60% $25,000,000+: 0.40%
Flat quarterly retainer fee ranging from $125 to $5,000 per quarter, billed quarterly in advance, negotiable per client
Account minimum: $1,000,000
Main office
Matthews NC
Advisors at this office
2
Most active in
New York · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Francis C
Series 63, Series 66
Matthews, NC
Double Eagle Partners, LLC
Francis Claire is a financial advisor at Double Eagle Partners, LLC in Matthews, NC, with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and Mizuho Securities USA Inc. since 2016, he has been with Double Eagle Partners, an independent firm he leads. Double Eagle Partners provides customized investment management and financial-planning services to a diverse client base including individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm employs a discretionary, asset-allocation investment approach guided by economic analysis and offers services such as goal setting, tax and estate planning, and educational workshops.
Edward C
Series 63, Series 65
Matthews, NC
Double Eagle Partners, LLC
Edward Claire is the sole advisor at Double Eagle Partners, LLC in Matthews, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior roles include positions at MCAP LLC and First Integrity Capital Partners Corp. from 2011 to 2023. Double Eagle Partners provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension/profit-sharing plans, and small businesses. The firm employs an asset-allocation centered, discretionary investment approach informed by macroeconomic analysis and offers portfolios that include both traditional and alternative asset classes.
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