Eagle Bluffs Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagle Bluffs provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), families, trusts, estates, foundations, charitable organizations, and businesses. The firm charges percentage-of-assets fees and offers ongoing portfolio management, planning consultations, and referrals to other professionals as part of its wealth management engagements.
The firm describes a long-term, value-oriented investment approach that seeks assets it believes are undervalued, using a top-down sector selection followed by bottom-up security analysis and incorporating cyclical, fundamental, and technical methods. Portfolios are constructed from exchange-listed equities, ETFs, mutual funds and bonds and, in certain circumstances, the firm may employ options, leveraged or inverse ETFs, and other derivatives, and may retain legacy positions for tax or portfolio-fit reasons.
Distinctive features include managing about $294 million of client assets with a three-advisor team while maintaining no stated minimum relationship size, offering ERISA 3(38) retirement-plan fiduciary services, and accepting proxy-voting authority supported by an independent proxy research provider. The firm also discloses an institutional custody relationship that provides technology and other benefits, permits coordinated personal trading subject to policies, and may, in limited cases, facilitate non-agency fixed-income cross trades between clients — all items clients may want to consider alongside standard portfolio-management arrangements.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.30%
Fee-only: Annual asset-based fees as per tiered schedule; no commissions charged
Main office
2201 Old 63 South
Columbia MO 65201
Advisors at this office
3
Most active in
Florida · Missouri · Texas
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.
Quick links
Advisors at this firm
Edgerly R
Series 63, Series 65
Columbia, MO
Eagle Bluffs Wealth Management LLC
Edgerly Roberts is a financial advisor at Eagle Bluffs Wealth Management LLC in Columbia, MO, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Simmons Bank and Landmark Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation with bottom-up security selection and manages both individual and institutional retirement-plan portfolios.
Jessica H
CFP®, Series 63, Series 65
Columbia, MO
Eagle Bluffs Wealth Management LLC
Jessica Humble is a CFP® professional with 13 years of industry experience. She has worked at Eagle Bluffs Wealth Management LLC since 2020 and previously spent 12 years at Simmons Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach and offers both individual portfolio services and institutional retirement-plan fiduciary management.
Nicholas T
CFA®
Columbia, MO
Eagle Bluffs Wealth Management LLC
Nicholas Thurwanger is a CFA® charterholder with six years of industry experience. He has been with Eagle Bluffs Wealth Management LLC since 2019 and previously worked at Landmark Bank from 2011 to 2019. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation and bottom-up security selection, managing approximately $231 million for around 145 clients.
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