Eagle Investment Advisors

Eagle Investment Advisors, LLC, operating as Eagle Investment Advisors, is an independent investment adviser established in 2006 by David L. Summers and Jay A. Painter. The firm transitioned to SEC registration in 2020 and manages client assets totaling $168,555,202 as of December 31, 2024, with a focus on individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Eagle's investment approach emphasizes broad diversification across asset classes and investment vehicles tailored to individual client needs and objectives. The firm offers both discretionary and non-discretionary account management, with a minimum account size of $200,000, subject to exceptions at the firm's discretion. Eagle acts as a fiduciary for retirement accounts, ensuring advice is in the best interest of clients. The fee structure is based on assets under management, with fees payable quarterly in arrears. Eagle does not charge performance-based fees and does not engage in soft dollar arrangements. The firm's investment strategies include asset allocation, diversified investing, and consideration of risk management. Clients receive regular portfolio reviews, and the firm does not compensate for client referrals. Eagle does not have custody of client funds, and client assets are held with a custodian-broker/dealer. The firm provides a Privacy Notice to clients and does not sell client information. Eagle's principals have clean disciplinary records and maintain a Code of Ethics. Clients have full discretion over their investments, with Eagle providing ongoing monitoring and reporting. The firm does not vote proxies for clients and undergoes annual financial audits.