Fee-only adviser · Wexford, PA
Eamon Capital Management, LLC
Eamon Capital Management, LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Wexford, Pennsylvania. On its latest Form ADV, filed February 25, 2026, it reports $15M in regulatory assets under management, 58 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 309470 |
| Office | 7500 Brooktree Road Suite 100 Wexford, PA 15090 |
| Phone | (412) 324-4006 |
| Website | www.eamoncap.com |
| Regulatory assets under management | $15M |
| Individual clients | 38 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Wexford
- Gibson Capital, LLC $3.0B
- Aspire Wealth Architects $290M
- Wexford Wealth Advisors LLC $69M
- Three Rivers Executive Consulting, LLC $86M
- Keystone Investment Advisors, LLC $66M
- Gridiron Partners, LLC $286M
See all 7 fee-only advisers in Wexford →
Nearby
- Warrendale 2 firms
- Sewickley 6 firms
- Cranberry Township 1 firm
- Cranberry TWP 1 firm
- Pittsburgh 38 firms
- Oakmont 1 firm
- Harmony 1 firm
- Beaver 1 firm
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