DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Eagle Financial Advisors, LLC

Former SEC-registered adviserFrisco, TexasCRD 167696SEC 801-137200IAPD
Latest filing Sep 2, 2026
First filing on the tape Sep 2, 2026 · 1 filings
RAUM
$113M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$113M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$12.6M
derived; firm RAUM over IAPD count
Employees
9
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $113M
HNW client RAUM: $25.5M
State-registered IARs (5.B.3): 9
Employees (5.A): 9
Private funds: no history
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
RAUM per advisor
$12.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
37derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.5MderivedHNW RAUM over HNW clients
Average account
$268,561derivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
4.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$87.6M77%
  • High-net-worth individuals$25.5M23%
Individual clients
312reported
HNW clients
17reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
421reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
8 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Thomas Gerard VendryesWaxahachie, Tx May 26, 201522 y1
Scott GoodmanSanta Fe, Nm Jul 21, 201538 y0
John Frank LopezFrisco, TxFeb 8, 201624 y0
David Eugene MillerChartered Financial ConsultantFrisco, TxSep 25, 201926 y5
David Michael DelektaChartered Financial ConsultantOkemos, Mi Apr 16, 202118 y1
Matthew Thomas MarshFrisco, TxSep 18, 202517 y2
Matthew Scott ZajacFrisco, Tx Jan 1, 202633 y0
Jennifer Jolene VendryesWaxahachie, Tx Mar 31, 202622 y0
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    No Schedule A on the extract for this adviser.
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Frisco, Tx · principal930
    Waxahachie, Tx210
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    One filing, no change to show.
    Signals
    2 dated events
    • Carl Elgus Howe left Eagle Financial Advisors, Llc for Ae Wealth Management, Llc (registered 2023-07-13)
      Feb 8, 2023 · Advisor changed firm · fact
    • Matt R Gsellman left Eagle Financial Advisors, Llc for Iams Wealth Management, Llc (registered 2022-07-27)
      Apr 18, 2022 · Advisor changed firm · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    eaglefinancialadvisors.netreportedpublic record, Form ADV, Sep 17, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $12.6Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 15, 2026