Eagle Investors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
240
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
80
Average account size
$0
About
Eagle Investors serves individual clients through a fee-based subscription platform and one‑time online advising sessions, offering impersonal trade recommendations to Subscribers and personalized, non‑discretionary financial advice via voice and video calls. Its coverage includes stocks, options, fixed income, alternative investments, digital assets and cryptocurrencies, and the firm does not manage client accounts or take custody of client funds.
The firm emphasizes active trading education and short‑term strategies, delivering real‑time day‑trade, swing‑trade and option alerts, technical analysis and simulated trades via a Discord online platform that incorporates AI‑generated analysis. It also hosts impersonal educational group live streams and requires a client risk assessment before one‑on‑one mentorship or advising sessions, with clients retaining execution responsibility.
Eagle Investors uses a subscription and one‑time fee model rather than percentage‑of‑AUM charges and does not provide portfolio management for individuals, a configuration that is uncommon among similar supported firms. The firm maintains an affiliation with Eagle Guardian Advisors LLC (a separate state‑registered adviser) and discloses affiliate and platform relationships (including an affiliate link arrangement with TradingView) while stating it does not receive referral compensation for advisory referrals.
Client services
Expertise
Fee options
One-time flat fees as above for advising and tutoring services.
Subscription fee ranges from $67 monthly to $670 annually for access to online platform and impersonal investment recommendations.
Fee-only: One-time fees for personalized financial advice: $987 for 3 hours of 1-on-1 advising, $2,497 for 8 hours of 1-on-1 advising plus premium annual access, discounted rates available for existing subscribers ($786 for 3 hours, $1,827 for 8 hours).
Main office location
Eagle Investors LLC
8520 Allison Pointe Blvd Ste 223, Pmb 33259
Indianapolis IN 46250-4299, United States
Number of offices
1
Most active in
California · Indiana · New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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