Eagle Bluffs Wealth Management LLC

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Client assets under management

$281,411,301

Clients

165

46% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,705,523

About

Eagle Bluffs provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), families, trusts, estates, foundations, charitable organizations, and businesses. The firm charges percentage-of-assets fees and offers ongoing portfolio management, planning consultations, and referrals to other professionals as part of its wealth management engagements.

The firm describes a long-term, value-oriented investment approach that seeks assets it believes are undervalued, using a top-down sector selection followed by bottom-up security analysis and incorporating cyclical, fundamental, and technical methods. Portfolios are constructed from exchange-listed equities, ETFs, mutual funds and bonds and, in certain circumstances, the firm may employ options, leveraged or inverse ETFs, and other derivatives, and may retain legacy positions for tax or portfolio-fit reasons.

Distinctive features include managing about $294 million of client assets with a three-advisor team while maintaining no stated minimum relationship size, offering ERISA 3(38) retirement-plan fiduciary services, and accepting proxy-voting authority supported by an independent proxy research provider. The firm also discloses an institutional custody relationship that provides technology and other benefits, permits coordinated personal trading subject to policies, and may, in limited cases, facilitate non-agency fixed-income cross trades between clients — all items clients may want to consider alongside standard portfolio-management arrangements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.30%

Other

Fee-only: Annual asset-based fees as per tiered schedule; no commissions charged

Main office location

Eagle Bluffs Wealth Management LLC

2201 Old 63 South

Columbia MO 65201, United States

Number of offices

Most active in

Florida · Missouri · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (573) 507-9084

Advisors at this firm

Edgerly R

Series 63, Series 65

Columbia, MO

Eagle Bluffs Wealth Management LLC

Edgerly Roberts is a financial advisor at Eagle Bluffs Wealth Management LLC in Columbia, MO, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Simmons Bank and Landmark Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation with bottom-up security selection and manages both individual and institutional retirement-plan portfolios.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Jessica H

CFP®, Series 63, Series 65

Columbia, MO

Eagle Bluffs Wealth Management LLC

Jessica Humble is a CFP® professional with 13 years of industry experience. She has worked at Eagle Bluffs Wealth Management LLC since 2020 and previously spent 12 years at Simmons Bank. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach and offers both individual portfolio services and institutional retirement-plan fiduciary management.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Nicholas T

CFA®

Columbia, MO

Eagle Bluffs Wealth Management LLC

Nicholas Thurwanger is a CFA® charterholder with six years of industry experience. He has been with Eagle Bluffs Wealth Management LLC since 2019 and previously worked at Landmark Bank from 2011 to 2019. Eagle Bluffs Wealth Management LLC is an SEC-registered advisory firm serving individuals, families, trusts, estates, foundations, and businesses with discretionary wealth management, financial planning, and investment management. The firm employs a long-term, value-oriented investment approach combining top-down allocation and bottom-up security selection, managing approximately $231 million for around 145 clients.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

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