Adviser Profile
| As of Date | 06/07/2026 |
| Registration status | Registration Changed to EAGLE CAPITAL ADVISORS, LLC |
| ADV Location | MIDDLEBURY, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 102,973,611 17% |
| of that, discretionary | 102,973,611 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 609,311 5% |
| % High Net Worth | 25.00% -13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WHITTLESEY | Filing Date05/22/2026 | Form ADV-E View Report |
| Accounting Firm Name WHITTLESEY | Filing Date07/14/2025 | Form ADV-E View Report |
| Accounting Firm Name WHITTLESEY | Filing Date12/19/2024 | Form ADV-E View Report |