Eagleclaw Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$747,379,956
Clients
305
Advisors
5
across 2 offices
About
EagleClaw Capital Management serves families and individual investors as well as not‑for‑profits and endowments, offering discretionary and non‑discretionary portfolio management through its Portfolio Advisory Services and access via separately managed account and sub‑adviser arrangements. The firm also participates in third‑party wrap fee programs and acts as a sub‑advisor to other investment advisers, providing portfolio implementation and ongoing account review.
The firm’s investment approach combines fundamental analysis with a technical overlay and emphasizes a non‑consensus, contrarian style with a typical investment horizon of two to five years, focused on buying businesses with durable competitive positions and pursuing earnings growth. Tax considerations and portfolio diversification are integrated into its process, and the trading toolkit can include options and margin borrowing where appropriate.
What is noteworthy in EagleClaw’s structure is its affiliation with broker‑dealer Moors & Cabot — its advisors are registered representatives there and client accounts are cleared through RBC — including an expense‑sharing arrangement between the firms and use of the RBC insured deposit sweep. The firm also manages a relatively large asset base for a small team (about $803 million across four advisors), routinely serves as a sub‑advisor, and requires Moors & Cabot as broker‑dealer of record for PAS accounts, features that distinguish it from many peer team firms.
Client services
Expertise
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 per client household Fee-only: Fees charged as a percentage of assets under management, billed quarterly in advance, no commissions charged to clients.
Main office
See officeOne Federal Street, 19th Floor
Boston MA 02110-2003
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Florida · Georgia · 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:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")