Eagle Mountain Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagle Mountain Financial LLC provides ongoing portfolio management and investment advice to individuals (including high-net-worth clients), as well as charitable organizations, corporations and municipal entities. The firm prepares an Investment Policy Statement for each client and advises on mutual funds, equities, ETFs, fixed income and options as part of its discretionary and non-discretionary portfolio management services.
EMFL combines multiple methods of analysis—fundamental, quantitative, technical, charting and cyclical—and employs long- and short-term trading alongside options strategies, documenting client risk tolerance and seeking to meet fiduciary obligations. The firm offers both asset-based and performance-based fee arrangements for eligible clients and typically requests discretionary trading authority while delivering periodic account reviews and custodial reporting.
Noteworthy aspects of the firm include outside industry affiliations: supervised persons are licensed to sell insurance and to act as a real estate broker, and the brochure discloses the related conflicts of interest and client options to seek products elsewhere. EMFL does not utilize third‑party investment advisers, does not participate in wrap fee programs, and requires the use of a specified custodian, which shapes its operational and custody arrangements relative to many peers.
Client services
Expertise
Fee options
2.00% annually on all assets
Up to 1.00% annually of assets under management plus 20.00% performance fee on capital appreciation with high water mark for qualified clients.
Main office
Brentwood TN
Advisors at this office
1
Most active in
Tennessee
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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