Eagle Harbor Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$158,407,583
Clients
199
Advisors
2
across 2 offices
About
Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth individuals, and trusts, developing tailored asset allocation plans and selecting specific equity and fixed-income securities to pursue each client’s stated goals. The firm generally requires a $500,000 portfolio minimum and delivers periodic reporting to clients, with the majority of its reported assets managed on a discretionary basis.
The firm’s investment process combines fundamental analysis with technical/charting methods and implements both long-term holdings and occasional short-term trades when warranted; it relies primarily on individual stocks and bonds and uses ETFs and mutual funds only on a limited basis. Eagle Harbor conducts trading and custody through an institutional custodian program that supplies execution, reporting, and related services to support account administration.
A distinctive feature is a formal affiliation with another registered investment adviser and with a CPA-affiliated financial practice, established to provide backup coverage and supplemental service capacity; the brochure discloses this arrangement as a potential conflict and states that no referral or compensation flows between the entities. Eagle Harbor also maintains a written Code of Ethics and proxy-voting procedures and describes controls intended to manage conflicts that can arise from affiliated relationships and overlapping personnel.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee
Main office
See office800 Fifth Avenue #4100, Suite 4100
Seattle WA 98104
Advisors at this office
1
Offices (2)
Most active in
Washington
Also doing business as
Eagle Harbor Asset Management Inc · Eagle Harbor Asset Management, Inc.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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 T
CFA®
Bainbridge Island, WA
Eagle Harbor Asset Management, Inc.
Eric Turloff is a CFA® charterholder with 25 years of industry experience. He is the principal of Turloff Financial Consulting, where he has worked since 1998. In addition to his advisory role, he is involved in tax preparation services. He is a part of Eagle Harbor Asset Management, Inc., a firm that provides discretionary portfolio management to individuals, high net worth clients, and trusts. The firm focuses on tailored asset allocation and primarily uses individual stocks and bonds, combining fundamental and technical analysis in its investment approach.
Andrew L
CFA®, Series 63
Seattle, WA
Eagle Harbor Asset Management, Inc.
Andrew Loechl is a CFA® charterholder with 25 years of industry experience. He has been with Eagle Harbor Asset Management, Inc. in Seattle, WA since 2000. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and security selection. The firm combines fundamental and technical analysis, primarily using individual stocks and bonds, and maintains affiliations with other financial practices to support service capacity.
Brian M
Series 65
Bainbridge Is, WA
Eagle Harbor Asset Management, Inc.
Brian McAuley is a financial advisor at Eagle Harbor Asset Management, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Sitka Pacific Capital Management, LLC since 2005. He currently serves on the Board of Directors of McAuley LCX Corporation, a private, family-owned real estate holding company. Eagle Harbor Asset Management provides discretionary portfolio management to individuals, high net worth clients, and trusts, focusing on tailored asset allocation and selection of equity and fixed-income securities. The firm combines fundamental and technical analysis to manage portfolios primarily with individual stocks and bonds, employing a formal affiliation with another RIA and a CPA-affiliated financial practice to enhance service capacity.
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