Lancaster, PA William Penn Way Office

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.