EAGLE GLOBAL ADVISORS LLC
C48
CRD 107306·SEC 801-53294·HOUSTON, TX
AUM
$3.10B
$1B+
Est. Revenue
$31.0M
@ 1% on AUM
Est. EBITDA
$9.3M
@ 30% margin
Est. Deal Value
$74.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $2.71B
'21 · $2.33B
'22 · $1.57B
'23 · $1.91B
'25 · $2.46B
'26 · $3.10B
'20'26
$2.71B → $3.10B▲ +14%
Client mix
| Individuals Other | 336 |
| Charitable Organizations | 16 |
| Pension Profit Sharing Plans | 6 |
| Investment Companies | 5 |
| Pooled Investment Vehicles | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 15 advisors
'21 · 15 advisors
'22 · 15 advisors
'23 · 12 advisors
'25 · 10 advisors
'26 · 11 advisors
'20'26
15 advisors → 11 advisors▼ -27%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-01-212026-01-21 · 0001460736-26-000001
2025-01-212025-01-21 · 0001460736-25-000001
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1330 POST OAK BOULEVARDSUITE 3000HOUSTON, TX 77056
Business
1330 POST OAK BOULEVARDSUITE 3000HOUSTON, TX 77056
Edgar Recent Filings
D/A2026-01-21 · 0001460736-26-000001
D/A2025-01-21 · 0001460736-25-000001