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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EAGLE WEALTH MANAGEMENT GROUP INC.

CRD 327052

VALENCIA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:086dcf2d-22d1-d8a0-667e-1af527e7b5b5

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Jun 2, 2023 to Apr 22, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.16 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $418MItem 5.F on the latest filing (2026-04-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $418M
Private client RAUM: $349MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $83.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 483
Individual clients: 323
High net worth clients: 129
SEC number: 801-128270
CRD: 327052
Filings on the tape: 25
First filed: Jun 2, 2023
Latest filed: Apr 22, 2026
Organised: Corporation, CA
Website: eaglewealthinc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS RAY EAGLE	n/a	VALENCIA, CA	3	26	1	yes
SHANE PATRICK SNIVELY	n/a	VALENCIA, CA \| Charlotte, NC	2	25	3	yes
JARED PAUL AUDETTE	n/a	VALENCIA, CA \| Charlotte, NC	2	15	1	no
RANDALL CARLISLE NEWTON	n/a	Charlotte, NC	2	27	2	no
JORDAN DOUGLAS EAGLE	Certified Financial Planner	VALENCIA, CA	1	12	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EAGLE, DOUGLAS, RAY	OWNER & CEO	D	yes	03/2023	Jun 2, 2023	Aug 7, 2024
EAGLE, JOANN, KAY	OWNER & CHIEF COMPLIANCE OFFICER	D	yes	03/2023	Jul 24, 2023	Aug 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Charlotte	Nc	United States	2	no
Valencia	CA	United States	1	no
Charlotte	Nc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$418M	$418M	8	5	2	n/a	n/a
2024	Apr 2, 2025	$364M	$364M	12	4	3	n/a	n/a
2023	Mar 20, 2024	$311M	$311M	12	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$418M	$364M	14.6%	n/a	n/a	8	12	2	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CROWN CAPITAL SECURITIES, L.P.	3	Nov 20, 2023	Jul 7, 2024	CHARLOTTE, NC	Team lift out	Ibd to RIA	2.8%
CROWN CAPITAL SECURITIES, L.P.	2	Oct 12, 2023	Jan 1, 2025	LOS ANGELES, CA	Team lift out	Ibd to new firm	1.7%

Relationships

Registered with (5)

← JORDAN DOUGLAS EAGLEAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← RANDALL CARLISLE NEWTONAdvisorregistration: current employment
Jul 7, 2024 to presentfactForm ADV
← SHANE PATRICK SNIVELYAdvisorregistration: current employment
Oct 30, 2023 to presentfactForm ADV
← JARED PAUL AUDETTEAdvisorregistration: current employment
Oct 30, 2023 to presentfactForm ADV
← DOUGLAS RAY EAGLEAdvisorregistration: current employment
Jul 27, 2023 to presentfactForm ADV

Moved with (1)

← CROWN CAPITAL SECURITIES, L.P.Registered adviser2 advisors, team lift out, same day
Oct 12, 2023 to Jan 1, 2025factForm ADV

Controls (2)

← EAGLE, DOUGLAS, RAYOwnerOWNER & CEO, ownership code D, individual
Jun 2, 2023 to Aug 7, 2024factForm ADV
← EAGLE, JOANN, KAYOwnerOWNER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 24, 2023 to Aug 7, 2024factForm ADV

Dated events

Occurred
Nov 20, 2023
Team lift-out
3 advisors left Crown Capital Securities, L.P. (Charlotte, NC) for Eagle Wealth Management Group Inc. on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Oct 12, 2023
Team lift-out
2 advisors left Crown Capital Securities, L.P. (Los Angeles, CA) for Eagle Wealth Management Group Inc. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 24, 2023
Control person left
Scott Jeffrey Cannizzaro (Chief Compliance Officer) no longer on Schedule A of Eagle Wealth Management Group Inc. (listed 2023-07-13, absent 2023-07-24)
Form ADVobserved 4 days ago
Occurred
Jul 24, 2023
Control person joined
Kay Joann Eagle (Owner & Chief Compliance Officer) appeared on Schedule A of Eagle Wealth Management Group Inc.
Form ADVobserved 4 days ago
Occurred
Jun 2, 2023
First Form ADV filing
Eagle Wealth Management Group Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:086dcf2d-22d1-d8a0-667e-1af527e7b5b5
First observed: Jun 2, 2023
Last observed: Apr 22, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EAGLE WEALTH MANAGEMENT GROUP INC.

CRD 327052

VALENCIA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:086dcf2d-22d1-d8a0-667e-1af527e7b5b5

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS RAY EAGLE

n/a

VALENCIA, CA

yes

SHANE PATRICK SNIVELY

n/a

VALENCIA, CA | Charlotte, NC

yes

JARED PAUL AUDETTE

n/a

VALENCIA, CA | Charlotte, NC

RANDALL CARLISLE NEWTON

n/a

Charlotte, NC

JORDAN DOUGLAS EAGLE

Certified Financial Planner

VALENCIA, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EAGLE, DOUGLAS, RAY

OWNER & CEO

yes

03/2023

Jun 2, 2023

Aug 7, 2024

EAGLE, JOANN, KAY

OWNER & CHIEF COMPLIANCE OFFICER

yes

03/2023

Jul 24, 2023

Aug 7, 2024

City

State

Country

Employees

Also broker-dealer

Charlotte

United States

Valencia

United States

Charlotte

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$418M

n/a

2024

Apr 2, 2025

$364M

n/a

2023

Mar 20, 2024

$311M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$418M

$364M

14.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CROWN CAPITAL SECURITIES, L.P.

Nov 20, 2023

Jul 7, 2024

CHARLOTTE, NC

Team lift out

Ibd to RIA

2.8%

CROWN CAPITAL SECURITIES, L.P.

Oct 12, 2023

Jan 1, 2025

LOS ANGELES, CA

Team lift out

Ibd to new firm

1.7%