SEC-registered independent wealth management RIA
Eagan Capital Management, LLC
As of its Form ADV filed March 23, 2026, Eagan Capital Management, LLC, an SEC-registered independent wealth management RIA in Fayetteville, New York, reported $86.2 million in regulatory assets under management across 375 accounts, ranking #488 among independent RIAs in New York by assets.
Registration
- Main office
- Fayetteville, NY
- Registration
- SEC-registered, Approved
- CRD number
- 126599
- SEC file number
- 801-68860
- Registered since
- March 12, 2008
- Latest Form ADV filing
- March 23, 2026
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $86.2 million
- Discretionary
- $26.1 million (30.3%)
- Non-discretionary
- $60.1 million
- Accounts
- 375 (186 discretionary)
- Clients
- 222, approximate as reported
- Employees
- 2
- Advisory staff
- 1 performing investment advisory functions
- Average account
- $229,925
- Asset growth, 1 year
- 7.9% (from $79.9 million a year earlier)
- Asset growth, 3-year annual rate
- 5.6% (from $73.2 million three years earlier)
- Asset growth, 5-year annual rate
- 5.9% (from $64.7 million five years earlier)
- Client growth, 1 year
- 0.0% (from 222)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In New York | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #8,564 | #488 | $86.2 million |
| Independent RIAs with the biggest asset gains over one year | #6,501 | #489 | $6.3 million |
| Independent RIAs with the most clients | #5,098 | #285 | 222 |
| Independent RIAs with the fastest client growth over one year | #4,062 | #252 | 0.0%from 222 |
| Independent RIAs with the most accounts | #6,010 | #301 | 375 |
| Independent RIAs with the most advisory staff | #10,188 | #598 | 1 |
| Independent RIAs with the most high net worth clients | #5,820 | #321 | 48 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $39.6 million |
| October 3, 2011 | $53.9 million |
| October 1, 2012 | $54.4 million |
| October 1, 2013 | $54.1 million |
| October 1, 2014 | $38.4 million |
| October 1, 2015 | $35.0 million |
| October 3, 2016 | $50.8 million |
| October 2, 2017 | $48.9 million |
| October 1, 2018 | $52.7 million |
| October 1, 2019 | $59.9 million |
| October 1, 2020 | $67.3 million |
| October 4, 2021 | $64.7 million |
| October 3, 2022 | $69.4 million |
| October 5, 2023 | $73.2 million |
| October 1, 2024 | $77.8 million |
| September 2, 2025 | $79.9 million |
| October 2, 2026 | $86.2 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 48 clients | $49.9 million | |
| Individuals (other than high net worth) 174 clients | $36.4 million |
How the firm is paid
- A percentage of assets under management
- Other
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Financial planning clients (Item 5.H): 1-10.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Real estate broker, dealer or agent
- Other financial products
Financial industry affiliations (Item 7.A)
- Real estate broker, dealer or agent
Custody (Item 9)
The firm reported custody of client cash or securities, $29.4 million in total.
Investment adviser representatives
- IARs registered with the firm
- 0
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
IAR registrations by jurisdiction are not available for this firm. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 1 disclosure question. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in New York
| Firm | City | RAUM |
|---|---|---|
| Sterling Asset Management Co Inc | Not reported | $87.0 million |
| LK Financial Planning LLC | New York | $86.9 million |
| Joseph John Hasson Jr | Not reported | $86.8 million |
| Seahorse Financial Advisers Inc. | Millbrook | $86.7 million |
| Mace Capital Management, LLC | New York | $86.2 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Eagan Capital Management, LLC on IAPD: Form ADV, brochures and disclosure detail.
- Independent RIAs in New York
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.