A complete list of active advisors currently associated with Eagle Capital Management, LLC
Warmer can help you find a great advisor at Eagle Capital Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Eagle Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mandeville, LA
| 14
| |
Mandeville, LA
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")