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EAGLE GLOBAL ADVISORS LLC

HOUSTON, TX · CRD 107306 · IAPD ↗ · 713-952-3550

$3.10BRegulatory AUM
11Advisory reps
24Employees
9Clients
n/aPlanning clients
3Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — EAGLE GLOBAL ADVISORS LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — EAGLE GLOBAL ADVISORS LLC reported RAUM up 26% ($2.46B -> $3.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2026 — EAGLE GLOBAL ADVISORS LLC notice-filed in MS, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — EAGLE GLOBAL ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — EAGLE GLOBAL ADVISORS LLC reported RAUM up 27% ($1.94B -> $2.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2025 — EAGLE GLOBAL ADVISORS LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — EAGLE GLOBAL ADVISORS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.