Eaglebrook Advisors, Inc.
- Regulatory AUM
- $342M
- Discretionary
- $0
- Clients
- 159
- Avg AUM / client
- $2.2M
- Accounts
- 1,110
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 78 | $36.7M | 10.7% |
| Other investment advisers | 81 | $305M | 89.3% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher John King | Chief Executive Officer | Jun 2019 (7y) | 25% – 50% | |
| Johnson, Christopher, Matthew | Chief Technology Officer | Mar 2021 (5y) | Less than 5% | |
| Kerrigan, Tanya, Ann | Cco And General Counsel | May 2022 (4y) | Less than 5% | |
| Ryan Joseph Nash | Registered representative | Jan 2024 (3y) | ||
| Elizabeth C Wright | Registered representative | Jun 2024 (2y) | ||
| James Matthew Mcconaghy | Registered representative | Mar 2025 (1y) | ||
| Nathan Larrivee | Registered representative | Jul 2026 (0y) |
Undisclosed: 40% – 75% 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) | 03/30/2026 | 978 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Gemini Trust Company $350M (102% of AUM) Mar 2026
- Anchorage Digital Bank National Association $2.4K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗