New York, NY Office

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Golden Eagle Capital Advisors, Inc.

Team

Firm-wide stats for Golden Eagle Capital Advisors, Inc.

Total advisors

5

Across 4 offices

Clients per advisor

3 Very Low

Avg AUM per client

$451,578 Very Low

HNW client ratio

88% Very High

About

Golden Eagle Capital Advisors provides investment advice and fiduciary services to individual and high‑net‑worth clients as well as employer retirement plan sponsors, delivering both discretionary asset management programs and non‑discretionary, tailor‑made advisory solutions. The firm advises on mutual funds, ETFs, equities, fixed income, options and private securities, and offers retirement plan consulting, ongoing account review, and reporting.

The firm’s investment process combines fundamental and technical analysis and typically delegates program implementation to selected asset managers while retaining firm‑level oversight and the ability to modify allocations. Investment decisions are human‑driven rather than automated by quantitative or AI models, and the firm uses both discretionary programs and client‑directed advisory arrangements; it also employs performance‑based compensation in certain discretionary offerings.

What distinguishes the firm from many peers is its cross‑border orientation and affiliated dealer relationships: it maintains a principal office outside the United States and serves a significant non‑U.S. client base, and it is affiliated with a broker‑dealer that conducts private placements and supports pooled investment activity. The firm also handles certain non‑U.S. custody arrangements through affiliated entities and provides administrative fiduciary services for non‑resident and cross‑border clients, a combination of services and structures that is uncommon among similarly sized team advisers.

Based on Golden Eagle Capital Advisors, Inc.

Expertise

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Based on Golden Eagle Capital Advisors, Inc.

Occupation focus

Founder/Business Owner Executive

Based on Golden Eagle Capital Advisors, Inc.

Location

New York NY

Advisors at this office

1

View complete list of advisors at this office
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