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EAGLE FINANCIAL ADVISORS, LLC

FRISCO, TX · CRD 167696 · IAPD ↗ · eaglefinancialadvisors.net · 800-994-1317

$113.1MRegulatory AUM
9Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
18States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — EAGLE FINANCIAL ADVISORS, LLC (FRISCO, TX) is newly SEC-registered with $113.1M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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