Eagle Financial Advisors, LLC registers with the SEC (Frisco, TX)

New SEC-registered adviser · CRD 167696 · 801-137200 · effective 2026-09-01

Effective 2026-09-01. 9 employees (9 advisory), $113M regulatory AUM across 421 accounts. Notice-filed in AZ, IL, IN, LA, MI, MN +12. Limited Liability Company (TX).

Notice-filed in 5+ states

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance