SourcingSourcing

EAGLE INVESTMENT ADVISORS, LLC

C47
CRD 144094·SEC 801-118074·DOWNINGTOWN, PA
AUM
$186.1M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$558K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAGLE INVESTMENT ADVISORS, LLC
CRD
144094
SEC file #
801-118074
EIN
—
DBA names
Eagle Investment Advisors

Economics

AUM
$186.1M
AUM band
$100M-$500M
AUM trajectory
'21'26
$109.1M → $186.1M▲ +71%
Client mix
Individuals Other132

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
DOWNINGTOWN PA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
eagleia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAINTER, JAY, ALAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PAINTER, JAY, ALAN
SUMMERS, DAVID, LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EAGLEIA.COM
Rdap Domain Creation Date
2006-05-14T10:38:24Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-14T10:38:24Z
Rdap Domain Last Changed
2025-12-17T13:55:41Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2799733
Trust Company Affiliate
No

People (2)

2
SUMMERS, DAVID, LYNN
IAR · Direct Owner · 62.5%
4467480
PAINTER, JAY, ALAN
IAR · Direct Owner · 62.5%
2799733