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EAGLEBROOK ADVISORS

NEW YORK, NY · CRD 304438 · IAPD ↗ · 786-807-7374

$342.0MRegulatory AUM
5Advisory reps
22Employees
0Clients
n/aPlanning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — EAGLEBROOK ADVISORS notice-filed in MT, RI, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
December 2025 — EAGLEBROOK ADVISORS moved its main office from BETHESDA, MD to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
April 2025 — EAGLEBROOK ADVISORS notice-filed in DC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — EAGLEBROOK ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2025 — EAGLEBROOK ADVISORS reported RAUM up 66% ($211.1M -> $350.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — EAGLEBROOK ADVISORS notice-filed in AK, ID, MN, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — EAGLEBROOK ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — EAGLEBROOK ADVISORS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — EAGLEBROOK ADVISORS reported RAUM up 125% ($93.9M -> $211.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — EAGLEBROOK ADVISORS notice-filed in AZ, CA, CT, FL, GA, HI, IL, KS, LA, MA, MD, MI, MO, NC, NE, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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