DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EAGLE HARBOR ASSET MANAGEMENT, INC.

EAGLE HARBOR ASSET MANAGEMENT INC, CRD 108089

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:4a92f0dc-279b-a2fe-ca9a-b7560a340a3d

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 9, 2012 to Feb 18, 2026
35 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=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $161MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $161M
Private client RAUM: $158MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $53.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 203
Individual clients: 46
High net worth clients: 153
SEC number: 801-121335
CRD: 108089
Filings on the tape: 35
First filed: Mar 9, 2012
Latest filed: Feb 18, 2026
Organised: Corporation, WA
Website: ehaminc.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
ANDREW PATRICK LOECHL	Chartered Financial Analyst	SEATTLE, WA	26	32	n/a	no
ERIC ERNST TURLOFF	Chartered Financial Analyst	BAINBRIDGE ISLAND, WA \| POULSBO, WA	25	27	n/a	no
BRIAN RICHARD MCAULEY	n/a	SEATTLE, WA \| BAINBRIDGE IS, WA	11	21	1	no

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
LOECHL, ANDREW, PATRICK	President	E	yes	01/2009	Mar 9, 2012	Mar 13, 2024
MCAULEY, BRIAN, RICHARD	CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Nov 28, 2023	Mar 13, 2024
Rowe, Brian	PORTFOLIO MANAGER	Na	no	09/2022	Mar 10, 2023	Mar 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ERIC E. TURLOFF	n/a	n/a	n/a	N	no	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$161M	$161M	3	2	0	n/a	n/a
2024	Feb 12, 2025	$140M	$140M	3	2	0	n/a	n/a
2023	Mar 13, 2024	$131M	$131M	3	2	0	n/a	n/a
2022	Mar 10, 2023	$113M	$113M	3	2	0	n/a	n/a
2021	Mar 4, 2022	$119M	$119M	3	2	0	n/a	n/a
2015	Feb 19, 2016	$77.2M	$69.4M	4	2	n/a	n/a	n/a
2014	Feb 6, 2015	$115M	$71.4M	3	2	n/a	n/a	n/a
2011	Mar 9, 2012	$72.4M	$43.5M	n/a	n/a	n/a	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	0	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	$161M	$140M	15.3%	$113M	12.4%	3	3	0	0

Relationships

Registered with (3)

← BRIAN RICHARD MCAULEYAdvisorregistration: current employment
Aug 17, 2023 to presentfactForm ADV
← ERIC ERNST TURLOFFAdvisorregistration: current employment
Feb 15, 2011 to presentfactForm ADV
← ANDREW PATRICK LOECHLAdvisorregistration: current employment
Aug 9, 2000 to presentfactForm ADV

Controls (2)

← LOECHL, ANDREW, PATRICKOwnerPRESIDENT, ownership code E, individual
Mar 9, 2012 to Mar 13, 2024factForm ADV
← MCAULEY, BRIAN, RICHARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 28, 2023 to Mar 13, 2024factForm ADV

Owns (1)

← Rowe, BrianOwnerPORTFOLIO MANAGER, ownership code NA, individual
Mar 10, 2023 to Mar 13, 2024factForm ADV

Dated events

Occurred
Nov 28, 2023
Control person joined
Richard Brian Mcauley (Chief Compliance Officer) appeared on Schedule A of Eagle Harbor Asset Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 10, 2023
Control person left
Ufuk Ince (Chief Compliance Officer) no longer on Schedule A of Eagle Harbor Asset Management, Inc. (listed 2022-09-02, absent 2023-03-10)
Form ADVobserved 5 days ago
Occurred
Jun 27, 2014
First Form ADV filing
Eagle Harbor Asset Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a92f0dc-279b-a2fe-ca9a-b7560a340a3d
First observed: Mar 9, 2012
Last observed: Feb 18, 2026 7 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 HARBOR ASSET MANAGEMENT, INC.

EAGLE HARBOR ASSET MANAGEMENT INC, CRD 108089

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:4a92f0dc-279b-a2fe-ca9a-b7560a340a3d

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW PATRICK LOECHL

Chartered Financial Analyst

SEATTLE, WA

n/a

ERIC ERNST TURLOFF

Chartered Financial Analyst

BAINBRIDGE ISLAND, WA | POULSBO, WA

n/a

BRIAN RICHARD MCAULEY

n/a

SEATTLE, WA | BAINBRIDGE IS, WA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOECHL, ANDREW, PATRICK

President

yes

01/2009

Mar 9, 2012

Mar 13, 2024

MCAULEY, BRIAN, RICHARD

CHIEF COMPLIANCE OFFICER

yes

11/2023

Nov 28, 2023

Mar 13, 2024

Rowe, Brian

PORTFOLIO MANAGER

09/2022

Mar 10, 2023

Mar 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ERIC E. TURLOFF

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$161M

n/a

2024

Feb 12, 2025

$140M

n/a

2023

Mar 13, 2024

$131M

n/a

2022

Mar 10, 2023

$113M

n/a

2021

Mar 4, 2022

$119M

n/a

2015

Feb 19, 2016

$77.2M

$69.4M

n/a

2014

Feb 6, 2015

$115M

$71.4M

n/a

2011

Mar 9, 2012

$72.4M

$43.5M

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

$161M

$140M

15.3%

$113M

12.4%