Eagleclaw Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$834,487,918
Clients
312
Advisors
5
of 5 employees
About
EagleClaw Capital Management is an SEC‑registered independent investment adviser that provides portfolio management and financial planning to individuals, families, not‑for‑profits and endowments, managing accounts on both discretionary and nondiscretionary bases. The firm constructs portfolios primarily from individual equities and fixed income and also offers its advisory capabilities through separately managed account/sub‑adviser arrangements and access to third‑party wrap programs.
The firm combines fundamental analysis with a technical overlay and describes its style as a non‑consensus, contrarian approach with a typical two‑ to five‑year investment horizon, while considering tax impacts in portfolio decisions. EagleClaw employs a range of strategies appropriate to client objectives, including diversification across market capitalizations, option overlays (covered calls and protective puts), and the use of margin where appropriate.
Operationally, EagleClaw is affiliated with Moors & Cabot, its broker‑dealer of record for PAS accounts, and its financial advisors are registered representatives of that broker‑dealer; custody and clearing services are provided through RBC, and Moors & Cabot receives revenue sharing on cash sweep placements. Notable distinctions for the firm include its role as a sub‑advisor to other advisers, its requirement that PAS clients use the affiliated broker‑dealer and its regular use of third‑party wrap program platforms and borrowing in managed accounts.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Account minimum: $350,000 Fee-only: Advisory fees charged quarterly in advance as percentage of assets under management; no commissions charged
Main office
One Federal Street, 19th Floor
Boston MA 02110-2003
Advisors at this office
5
Most active in
Arizona · California · Florida · Georgia · Illinois · Massachusetts · New Hampshire · New York · Pennsylvania · Rhode Island · Vermont · Washington
Also doing business as
Donahue And Moors · Eagleclaw Capital Management LLC
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Katherine K
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
Katherine Kelliher is a financial advisor at Eagleclaw Capital Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moors Cabot since 2014. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with a technical overlay and utilizing strategies such as diversification, option overlays, and margin where appropriate.
Scot W
CFP®, Series 66
Boston, MA
Eagleclaw Capital Management LLC
Scot Wilks is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He currently works at EagleClaw Capital Management LLC and has previous experience at Moors Cabot Inc, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Windham Capital Management LLC, and Fidelity Investments. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment style with a two- to five-year horizon, combining fundamental analysis with technical overlays and offering diversified strategies including option overlays and margin usage.
David D
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
David Donahue is a financial advisor at Eagleclaw Capital Management LLC with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot, Inc. since 2005, concurrently serving at Eagleclaw Capital Management. He also previously worked at RBC Capital Markets from 2003 to 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm uses a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with technical overlays, and offers diversified strategies including option overlays and margin use.
Thomas P
Series 63, Series 66
Boston, MA
Eagleclaw Capital Management LLC
Thomas Powers III is a financial advisor at EagleClaw Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Moors & Cabot Inc. since 2009. Powers also serves as a co-trustee on a revocable trust in a volunteer capacity. EagleClaw Capital Management is an independent investment adviser providing portfolio management and financial planning to individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, using fundamental analysis combined with a technical overlay.
David D
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
David Donahue Jr. is a financial advisor at Eagleclaw Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot, Inc. and RBC Capital Markets. Donahue serves as a co-trustee of the Theodore Edson Parker Foundation and manages family realty interests without compensation. Eagleclaw Capital Management is an independent SEC-registered investment adviser serving individuals, families, not-for-profits, and endowments with portfolio management and financial planning. The firm uses a non-consensus, contrarian investment approach with a typical two- to five-year horizon, combining fundamental analysis with a technical overlay and employing strategies such as diversification, option overlays, and margin use where appropriate.
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