Houston, TX San Felipe Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Eagle Global Advisors LLC
Multi-team
Firm-wide stats for Eagle Global Advisors LLC
About
Eagle Global Advisors manages discretionary portfolios for individual and institutional clients, including retirement plans, trusts, endowments, foundations, and registered and unregistered investment companies. Beyond separately managed accounts, the firm also serves as a sub‑advisor or co‑advisor to mutual funds and ETFs, sponsors and advises pooled investment vehicles, and provides research and model portfolio recommendations to third‑party advisers.
The firm combines a quantitative multi‑factor screening process (its proprietary “Smart IQ” methodology) with traditional fundamental, top‑down and bottom‑up analysis to construct domestic, international, energy infrastructure, renewables, fixed income, BDC and scarcity‑oriented portfolios. Accounts are generally managed on a discretionary, model‑driven basis with ongoing monitoring, quarterly performance reporting, and the ability to accept client‑imposed restrictions or participate in wrap fee programs.
Noteworthy aspects of Eagle Global include its role as a sponsor and manager of private pooled funds and its provision of portfolio management to investment companies and other pooled vehicles, arrangements that involve performance‑based compensation subject to high‑water mark and hurdle provisions and are disclosed in its materials. The firm’s product mix — including private partnerships focused on energy infrastructure and scarcity exposures, sub‑advisory relationships with mutual funds and an ETF, and the delivery of research services to other advisers — differentiates it from many multi‑team peers.
Based on Eagle Global Advisors LLC
Location
5847 San Felipe, Suite 930
Houston TX 77057
Advisors at this office
6
Advisors at this office
Steven R
Series 65
Houston, TX
Eagle Global Advisors LLC
Steven Russo is a financial advisor at Eagle Global Advisors LLC in Houston, TX, holding a Series 65 designation with 28 years of industry experience. He has been with Eagle Global Advisors since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary screening and quantitative models alongside fundamental research, managing discretionary portfolios across a range of asset classes including equities, fixed income, and alternative strategies.
George C
Series 65
Houston, TX
Eagle Global Advisors LLC
George Crosby, Jr. is a financial advisor at Eagle Global Advisors LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Eagle Global Advisors since 2006. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary strategies across various asset classes including equities, fixed income, energy, and scarcity-focused investments.
Malcom D
CFA®, Series 63, Series 65
Houston, TX
Eagle Global Advisors LLC
Malcom Day is a CFA® charterholder with 24 years of industry experience, currently serving at Eagle Global Advisors LLC in Houston, TX. He previously worked at Partners Investment Management & Research, LLC. Eagle Global Advisors manages discretionary portfolios for individual and institutional clients, employing a quantitative multi-factor screening process alongside fundamental analysis to construct a variety of domestic and international portfolios. The firm also sponsors private pooled funds and provides portfolio management and research services to mutual funds, ETFs, and third-party advisers.
Thomas H
CFA®, Series 65
Houston, TX
Eagle Global Advisors LLC
Thomas Hunt is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Eagle Global Advisors LLC since 1996. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary portfolios across multiple asset classes including equities, fixed income, and alternative strategies.
John G
CFA®, Series 65
Houston, TX
Eagle Global Advisors LLC
John Gualy is a CFA® charterholder with 28 years of industry experience, currently serving at Eagle Global Advisors LLC since 1996. He holds a Series 65 license and is based in Houston, TX. Eagle Global Advisors manages portfolios for individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies, employing a combination of top-down and bottom-up analysis with proprietary quantitative models and fundamental research. The firm offers discretionary, client-specific strategies across multiple asset classes and serves as an adviser to pooled private funds, mutual funds, and ETFs.
Edward A
CFA®, Series 65
Houston, TX
Eagle Global Advisors LLC
Edward Allen III is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Eagle Global Advisors LLC since 1996. Based in Houston, TX, he works at a firm with a multi-team structure that includes a total of 10 advisors. Eagle Global Advisors provides portfolio management services to individual investors, retirement plans, financial institutions, trusts, endowments, and investment companies. The firm employs a combination of top-down and bottom-up analysis using proprietary quantitative models alongside fundamental research, managing discretionary, client-specific strategies across a variety of asset classes including equities, fixed income, and alternative investments.
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