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EAGLE MERCHANT PARTNERS

ATLANTA, GA · CRD 285104 · IAPD ↗ · eaglemerchantpartners.com · 404-974-2480

$840.6MRegulatory AUM
15Advisory reps
22Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — EAGLE MERCHANT PARTNERS crossed $500M in regulatory AUM ($408.7M -> $840.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
April 2026 — EAGLE MERCHANT PARTNERS grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2024 — EAGLE MERCHANT PARTNERS reported RAUM up 41% ($271.8M -> $382.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — EAGLE MERCHANT PARTNERS grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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