Eagle Capital Management, LLC

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.