# Eagle Capital Management, LLC
Source: https://planprovider.pro/provider/eagle-capital-management-llc

> Founded in 1988 and fully employee-owned, Eagle Capital Management, LLC runs a long-term, value-focused investment program from its headquarters in New York…

Retirement Plan Advisor

New York, NY

## About Eagle Capital Management, LLC

<p>Founded in 1988 and fully employee-owned, Eagle Capital Management, LLC runs a long-term, value-focused investment program from its headquarters in New York City. The firm has 97 employees and also has offices in Mandeville and Lafayette in the greater New Orleans and Acadiana regions of Louisiana.</p>

<p>Eagle Capital follows a fundamental, bottom-up research process built around high-conviction ideas, detailed due diligence, and an emphasis on long-duration holdings. The goal is attractive absolute returns over full market cycles, rather than short-term trading results.</p>

<p>As a fiduciary <a href="/plan-advisors">plan advisor</a>, Eagle Capital works with a wide mix of clients, including high-net-worth individuals, pooled vehicles, businesses, institutions, charitable organizations, governmental entities, and pension and profit-sharing plans. It also provides 3(21) investment advice for retirement plans.</p>

<p>As of 2026, Eagle Capital reports $31.2B in assets under management. One point that sets the firm apart is its 100% employee ownership, which keeps investment decision-making and incentives in-house.</p>

<ul>
<li>Investment advisor founded in 1988</li>
<li>Headquartered in New York City with offices in Louisiana (Mandeville and Lafayette)</li>
<li>Fundamental, bottom-up, high-conviction value approach</li>
<li>3(21) retirement plan investment advice</li>
<li>$31.2B AUM (2026)</li>
</ul>

Website: [https://www.eaglecap.com/](https://www.eaglecap.com/)

Founded: 1988

Employees: 97

## Office Locations

- New York, NY (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $31.2B

## Other Retirement Plan Advisors in NY

- [Integrated Financial Consulting, LLC](https://planprovider.pro/provider/integrated-financial-consulting-llc) - Airmont, NY

- [Key Wealth Advisors LLC](https://planprovider.pro/provider/key-wealth-advisors-llc) - New York, NY

- [Pfg Investments, LLC](https://planprovider.pro/provider/pfg-investments-llc) - Woodbury, NY

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Sage, Rutty & Co., Inc.](https://planprovider.pro/provider/sage-rutty-and-co-inc) - Rochester, NY

- [Merrill Lynch](https://planprovider.pro/provider/merrill-lynch) - New York, NY

- [Fidelity Personal And Workplace Advisors](https://planprovider.pro/provider/fidelity-personal-and-workplace-advisors) - Boston, MA

- [The Capital Group Investment Advisory Services, LLC](https://planprovider.pro/provider/the-capital-group-investment-advisory-services-llc) - Los Angeles, CA

- [Ameriprise Financial Services, LLC](https://planprovider.pro/provider/ameriprise-financial-services-llc) - Minneapolis, MN

- [Graystone Consulting Of Morgan Stanley Smith Barney LLC](https://planprovider.pro/provider/graystone-consulting-of-morgan-stanley-smith-barney-llc) - New York, NY

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/eagle-capital-management-llc)

&copy; 2026 PlanProvider.Pro
