Eagle Spirit Investments Consulting, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,806,730
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$1,161,346
About
Eagle Spirit Investments Consulting, Inc. provides investment supervisory services and financial planning to a mix of individuals, pension and profit-sharing plans, trusts and estates, corporations, charitable organizations, and governmental clients. The firm offers discretionary portfolio management alongside one-time financial plans and implements client-directed restrictions where appropriate.
The firm’s sole advisor documents each client’s goals and risk tolerance in an Investment Policy Statement and seeks discretionary authority to implement asset allocation across mutual funds, equities, fixed income, ETFs, REITs and insurance products. Investment implementation draws on charting, fundamental, technical and cyclical analysis and employs both long- and short-term trading approaches, with accounts reviewed at least quarterly.
Compared with many independent solo advisers, Eagle Spirit is notable for serving charitable organizations and institutional clients — including tribal, federal and state government entities — an uncommon combination of client types for a small firm. The firm also operates with a very small client base and typically provides a one-time financial plan at delivery rather than ongoing planning reports unless additional engagement is requested.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
$15,000 - $1,000,000: 1.00% - 1.99% $1,000,001 - $10,000,000: 0.75% - 1.99% $10,000,000 - $25,000,000: 0.30% - 0.75% Above $25,000,000+: Negotiable
$50 - $400 per hour
Account minimum: $15,000
Main office location
Eagle Spirit Investments Consulting, Inc.
Rollins MT, United States
Number of offices
1
Most active in
Eagle Spirit Investments Consulting, Inc. has reported serving >5 clients in these states in the last 12 months.
Montana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")