Eagle Capital Advisors, LLC

Eagle Capital Advisors is an independent, employee‑owned investment management firm that provides discretionary portfolio management to individuals and organizations, including high‑net‑worth individuals, trusts, endowments, corporations, and retirement plans. The firm generally charges percentage‑of‑AUM fees and manages customized portfolios using individual bonds and equities to address client circumstances and tax considerations.

The firm’s investment process emphasizes asset allocation as a primary driver of risk and return, with security selection as the principal source of excess return; equity decisions blend fundamental research with a quantitative ranking process that includes quality, valuation, and momentum factors. In fixed income, the firm prefers individual bonds over bond funds, favors relatively short durations, and trades interest‑rate risk for measured credit risk to pursue more predictable cash flows.

Noteworthy features disclosed in the brochure include that the firm recently exceeded $100 million in assets under management and is transitioning to SEC registration, a material change given its two‑advisor, small‑client base. The firm also discloses that a senior portfolio manager maintains significant outside business activities as a CEO and majority owner of privately held companies and that the firm leases office space from that business, arrangements the firm identifies as potential operational or conflict considerations.