Eagle Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$343,360,024
Clients
291
Advisors
2
of 3 employees
About
Eagle Capital Management provides discretionary investment management and related financial planning and consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm also serves as a sub-adviser under a formal agreement with Gulf Coast B&T, managing accounts that the bank designates while the bank retains the client relationship and custody.
Eagle implements portfolios across equities, fixed income and exchange-traded funds using fundamental, technical and cyclical analysis and employs long-term, short-term and trading strategies matched to client objectives. The firm treats cash as an asset class (including cash in assets under management), generally recommends specific custodians for execution, and will not exercise discretionary authority to purchase cryptocurrencies without client authorization.
Noteworthy for a supported firm, Eagle manages roughly $455 million in discretionary assets with two advisors, producing an above-average assets-per-advisor profile compared to peers. The firm is also a licensed insurance agency (with managers serving as agents) and discloses the limited receipt of insurance commissions when clients request insurance services, in addition to its bank sub-advisory work.
Client services
Expertise
Fee options
$0 - $10 million: 1.50% for Balanced Equity Accounts $10 million+: 1.25% for Balanced Equity Accounts $0 - $10 million: 0.60% for Fixed Income Accounts (100% Fixed Income) $10 million+: 0.50% for Fixed Income Accounts (100% Fixed Income)
Main office
1417 West Causeway Approach
Mandeville LA 70471
Advisors at this office
2
Most active in
Louisiana · Mississippi · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Eric M
Series 65
Mandeville, LA
Eagle Capital Management, LLC
Eric Maxwell is a financial advisor at Eagle Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Eagle Capital Management since 2011. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and exchange-traded funds, using fundamental, technical, and cyclical analysis tailored to client objectives.
Kenneth R
CFA®, Series 63, Series 65
Mandeville, LA
Eagle Capital Management, LLC
Kenneth Ross is a CFA® charterholder with 20 years of industry experience. He has been with Eagle Capital Management, LLC since 2000 and currently serves as one of two advisors at the firm. Eagle Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and certain banks. The firm employs a range of investment strategies across equities, fixed income, and ETFs, integrating fundamental, technical, and cyclical analysis tailored to client objectives.
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