Eagleclaw Capital Management Llc
- Regulatory AUM
- $896M
- Discretionary
- $896M
- Clients
- 321
- Avg AUM / client
- $2.8M
- Accounts
- 321
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 54 | $74.6M | 8.32% |
| High net worth individuals | 258 | $760M | 84.8% |
| Charitable organizations | 8 | $60.2M | 6.72% |
| Corporations and other businesses | 1 | $1.5M | 0.17% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Warren Donahue | Member | Jan 2005 (22y) | 75% or more | |
| Katherine Rose Kelliher | Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| David Warren Donahue | Registered representative | Mar 2005 (22y) | ||
| Thomas Edward Powers | Registered representative | Dec 2018 (8y) | ||
| Scot B Wilks | Registered representative | CFP | Mar 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/26/2025 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 04, 2026.
View current Form ADV (SEC/IAPD) ↗