Eagleclaw Capital Management LLC logo

Eagleclaw Capital Management LLC

Updated today

Client assets under management

$747,379,956

Clients

305

86% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

61

Typical

Average account size

$2,450,426

About

EagleClaw Capital Management serves families and individual investors as well as not‑for‑profits and endowments, offering discretionary and non‑discretionary portfolio management through its Portfolio Advisory Services and access via separately managed account and sub‑adviser arrangements. The firm also participates in third‑party wrap fee programs and acts as a sub‑advisor to other investment advisers, providing portfolio implementation and ongoing account review.

The firm’s investment approach combines fundamental analysis with a technical overlay and emphasizes a non‑consensus, contrarian style with a typical investment horizon of two to five years, focused on buying businesses with durable competitive positions and pursuing earnings growth. Tax considerations and portfolio diversification are integrated into its process, and the trading toolkit can include options and margin borrowing where appropriate.

What is noteworthy in EagleClaw’s structure is its affiliation with broker‑dealer Moors & Cabot — its advisors are registered representatives there and client accounts are cleared through RBC — including an expense‑sharing arrangement between the firms and use of the RBC insured deposit sweep. The firm also manages a relatively large asset base for a small team (about $803 million across four advisors), routinely serves as a sub‑advisor, and requires Moors & Cabot as broker‑dealer of record for PAS accounts, features that distinguish it from many peer team firms.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%

Other

Account minimum: $350,000 per client household Fee-only: Fees charged as a percentage of assets under management, billed quarterly in advance, no commissions charged to clients.

Main office location

Eagleclaw Capital Management LLC

One Federal Street, 19 Th Floor

Boston MA 02110-2003, United States

Number of offices

1

Most active in

Arizona · California · Florida · Georgia · Massachusetts · New Hampshire · New York · Pennsylvania · Rhode Island · Vermont · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Katherine K

Series 63, Series 65

Boston, MA

Eagleclaw Capital Management LLC

Katherine Kelliher is a financial advisor with Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been associated with Moors Cabot since 2014. EagleClaw Capital Management serves families, individual investors, not-for-profits, and endowments, providing discretionary and non-discretionary portfolio management through various advisory and sub-advisory arrangements. The firm employs a non-consensus, contrarian investment approach combining fundamental analysis with a technical overlay, focusing on businesses with durable competitive positions and earnings growth over a two to five-year horizon.

Active portfolio management Options & derivatives strategies
user avatar

Scot W

CFP®, Series 66

Boston, MA

Eagleclaw Capital Management LLC

Scot Wilks is a CFP® with 16 years of industry experience, currently serving at Moors Cabot Inc since 2025. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services from 2018 to 2025, as well as Windham Capital Management and Fidelity Investments. He is part of EagleClaw Capital Management LLC, a team-based firm that serves families, individual investors, not-for-profits, and endowments. The firm offers discretionary and non-discretionary portfolio management, employing a non-consensus, contrarian investment style with a focus on businesses with durable competitive positions and earnings growth over a two- to five-year horizon.

Active portfolio management Options & derivatives strategies
user avatar

David D

Series 63, Series 65

Boston, MA

Eagleclaw Capital Management LLC

David Donahue is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot, Inc. alongside Eagleclaw since 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various advisory arrangements. The firm employs a non-consensus, contrarian investment approach that combines fundamental analysis with a technical overlay and integrates tax considerations and portfolio diversification.

Active portfolio management Options & derivatives strategies
user avatar

Thomas P

Series 63, Series 66

Boston, MA

Eagleclaw Capital Management LLC

Thomas Powers III is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been affiliated with Moors & Cabot Inc since 2009. Outside of his advisory role, he serves as a co-trustee on a revocable trust without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various arrangements. The firm employs a non-consensus, contrarian investment approach combining fundamental analysis with a technical overlay, focusing on businesses with durable competitive positions and integrating tax and diversification considerations.

Active portfolio management Options & derivatives strategies
user avatar

David D

Series 63, Series 65

Boston, MA

Eagleclaw Capital Management LLC

David Donahue Jr. is a financial advisor with Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with both Eagleclaw Capital Management and Moors & Cabot, Inc. since 2005. Outside of his advisory role, he serves as a co-trustee of the Theodore Edson Parker Foundation and manages a family realty LLC without compensation. EagleClaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through multiple account structures. The firm employs a non-consensus, contrarian investment approach combining fundamental and technical analysis, with a focus on businesses exhibiting durable competitive advantages and earnings growth over a two to five year horizon.

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")