Eagle Capital Advisors, LLC
% of assets managed in Middlebury, CT
SEC registeredNo commissions reported
Public-record details
- Address
- 121 Turnpike Drive, Middlebury, CT 06762
- Phone
- (203) 574-0069
- Listed under
- % of assets managed
- CRD number
- 173730
- Registration
- SEC registered since 2026-06-05
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $116.4 million
- Accounts managed
- 173
- Clients reported (Form ADV 5.D)
- 71
- Individual / high-net-worth clients
- 52 / 18
- Employees
- 2
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-09-01
Read the official record
- SEC IAPD summary for CRD 173730 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.