Eagleview Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagleview Asset Management, LLC offers discretionary and non-discretionary asset management and ongoing portfolio management services primarily to individuals and high net worth individuals. The firm documents client goals, time horizons and risk tolerances and provides investment selection, asset allocation, monitoring and reporting.
The firm uses a mix of fundamental, technical and charting analysis and implements long- and short-term positions, option strategies and margin when appropriate, with periodic rebalancing and attention to tax-loss harvesting. As is common among independent advisers, Eagleview charges an asset-based advisory fee and conducts quarterly account reviews while allowing clients to impose investment restrictions.
Eagleview was formed in 2025 and, according to its ADV, reported no client assets or clients as of the latest filing, a setup that is atypical for independent firms that are commonly established solo practices with existing AUM. The firm is organized around a single advisory representative but lists multiple office locations, requires use of a specific custodian, and discloses the owner’s outside business activities (e-commerce/resale operations and passive real estate) that consume about ten percent of their time.
Client services
Expertise
Fee options
Up to 1.5% annually, flat fee on total assets under management
Account minimum: $100,000 (may be lowered or waived in certain instances)
Main office
Lancaster PA, United States
Most active in
New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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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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