Unclaimed Profile

Eric V. Maxwell

EAGLE CAPITAL MANAGEMENT, LLC·MANDEVILLE, Louisiana

Series 65Clean record14 years registeredEAGLE CAPITAL MANAGEMENT, LLC

1417 WEST CAUSEWAY APPROACH, MANDEVILLE, LA 70471CRD# 5990050Firm CRD# 110177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric V. Maxwell · MANDEVILLE, LA

Registration

CRD #5990050 · EAGLE CAPITAL MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

EAGLE CAPITAL MANAGEMENT, LLC

Nov 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 9, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLE CAPITAL MANAGEMENT, LLC

CRD 110177 · SEC 801-57207

AUM

$396M

Regulatory assets under management

Employees

771 client accounts

Services offered by EAGLE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EAGLE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Eric V. Maxwell offer?

Eric V. Maxwell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MANDEVILLE, Louisiana for a consultation.

What are Eric V. Maxwell's credentials?

Eric V. Maxwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric V. Maxwell located?

Eric V. Maxwell is based in MANDEVILLE, Louisiana, working with EAGLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the MANDEVILLE metropolitan area and surrounding communities.

How does Eric V. Maxwell charge for services?

Eric V. Maxwell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE CAPITAL MANAGEMENT, LLC?

EAGLE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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