Eagle Global Advisors LLC

Eagle Global Advisors LLC (CRD# 107306) is a financial advisory firm headquartered in Houston, TX. They manage $3,410,091,189 in 771 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,410
    MILLION
  • Total Number of Accounts
    771
    ACCOUNTS
  • Average Account Value
    $4,422,946
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NY, OH, PA, TN, TX, VA, WI

Financial Advisors at Eagle Global Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Edward R. Allen
CRD#: 2833657
5847 San Felipe, Suite 930, Houston, TX 77057
96
Wealthminder
score

Edward Allen (CRD# 2833657) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

2
John F. Gualy
CRD#: 2867349
5847 San Felipe, Suite 930, Houston, TX 77057
96
Wealthminder
score

John Gualy (CRD# 2867349) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

3
Thomas N. Hunt
CRD#: 2830880
5847 San Felipe, Suite 930, Houston, TX 77057
96
Wealthminder
score

Thomas Hunt (CRD# 2830880) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 21 years of experience in the finance industry.

4
Paul D. Chiaro
CRD#: 2772403
5847 San Felipe, Suite 930, Houston, TX 77057
93
Wealthminder
score

Paul Chiaro (CRD# 2772403) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 19 years of experience in the finance industry.

5
George E. Crosby, Jr.
CRD#: 5185135
5847 San Felipe,, Suite 930, Houston, TX 77057
93
Wealthminder
score

George Crosby, Jr. (CRD# 5185135) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 11 years of experience in the finance industry.

6
Steven S. Russo
CRD#: 1742087
5847 San Felipe, Suite 930, Houston, TX 77057
93
Wealthminder
score

Steven Russo (CRD# 1742087) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

7
Swabeera Uus
CRD#: 1369113
5847 San Felipe, Suite 930, Houston, TX 77057
93
Wealthminder
score

Swabeera Uus (CRD# 1369113) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 13 years of experience in the finance industry.

8
Malcom S. Day
CRD#: 2530743
5847 San Felipe, Suite 930, Houston, TX 77057
76
Wealthminder
score

Malcom Day (CRD# 2530743) is an Investment Advisor Representative working at Eagle Global Advisors LLC in Houston, TX and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.