Wealth Manager
    SEC Registered
    Manages Private Funds

    Eagle Financial Strategies

    Registered investment advisor · Bangor, Maine · CRD #138825

    Assets Under Management
    $146M
    Client Accounts
    504
    Employees
    6
    CRD Number
    138825
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Eagle Financial Strategies

    Eagle Financial Strategies is a SEC-registered investment advisory firm headquartered in Bangor, Maine, managing approximately $146M in regulatory assets across 504 client accounts. The firm's full regulatory record is filed with the SEC under CRD #138825.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Eagle Financial Strategies

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    Frequently Asked Questions

    What is Eagle Financial Strategies's AUM?

    Eagle Financial Strategies reports approximately $146M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Eagle Financial Strategies headquartered?

    Eagle Financial Strategies is headquartered in Bangor, Maine.

    What is Eagle Financial Strategies's CRD number?

    Eagle Financial Strategies's CRD number is 138825. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Eagle Financial Strategies manage?

    Eagle Financial Strategies manages approximately 504 client accounts according to its latest SEC filing.

    Is Eagle Financial Strategies SEC registered?

    Yes, Eagle Financial Strategies is registered with the SEC as an investment adviser with an approved registration status.

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