Eggerss Capital Management

Eggerss Capital Management (CRD# 152890) is a financial advisory firm headquartered in Boerne, TX. They manage $105,300,868 in 351 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $300,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

TX

Financial Advisors at Eggerss Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Terry L. Langston
CRD#: 6055648
114 E. Highland, Boerne, TX 78006
93
Wealthminder
score

Terry Langston (CRD# 6055648) is an Investment Advisor Representative working at Eggerss Capital Management in Boerne, TX and has over 5 years of experience in the finance industry.

2
Casey A. Keller
CRD#: 6080176
114 E. Highland, Boerne, TX 78006
90
Wealthminder
score

Casey Keller (CRD# 6080176) is an Investment Advisor Representative working at Eggerss Capital Management in Boerne, TX and has 1 year of experience in the finance industry.

3
Karl J. Eggerss
CRD#: 2634722
114 E. Highland, Boerne, TX 78006
73
Wealthminder
score

Karl Eggerss (CRD# 2634722) is an Investment Advisor Representative working at Eggerss Capital Management in Boerne, TX and has over 22 years of experience in the finance industry.

4
Shawn T. Morris
CRD#: 2842850
114 E. Highland, Boerne, TX 78006
56
Wealthminder
score

Shawn Morris (CRD# 2842850) is an Investment Advisor Representative working at Eggerss Capital Management in Boerne, TX and has over 21 years of experience in the finance industry. Shawn Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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