What Eagle Asset Management does

Eagle Asset Management, Inc. is a Florida-incorporated, SEC-registered investment adviser founded in 1976 and headquartered in St. Petersburg. It operates as a wholly-owned subsidiary of Raymond James Investment Management within the Carillon Tower Advisers affiliate platform, alongside sister boutiques such as ClariVest Asset Management, Reams Asset Management, Scout Investments, and Cougar Global Investments. The firm offers approximately 25 investment strategies spanning U.S. large-, mid-, small-, and SMID-cap equities (including dedicated ESG and dividend-income approaches), taxable and tax-advantaged fixed income, specialty multi-asset portfolios (Strategic Income, Vertical Income, Enhanced Income), and an International ADR strategy. Each strategy is run by an independent investment team with discretion over its own process, supported by proprietary research, quantitative screening tools, and tax-optimized direct indexing technology for the Tax Optimized Core product.

The firm serves two primary customer segments: institutional investors (accessed through a dedicated institutional website, consultant relations, and a strategic accounts team) and retail investors (accessed through Raymond James financial professionals). Eagle generates revenue through recurring investment advisory fees disclosed in its Form ADV, with net returns reported net of up to 3% wrap fees and account minimums that vary by strategy from $50,000 to $300,000. Distribution leverages the Raymond James financial advisor network plus Eagle's own divisional sales managers (Northern and Southern) and strategic accounts directors; institutional distribution is led by an SVP-level head of global institutional sales and consultant relations. The firm has been GIPS-verified firm-wide since January 1, 1982, with the most recent verification completed through December 31, 2024.

Name

Eagle Asset Management

Legal name

Eagle Asset Management, Inc.

Website

https://eagleasset.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

101–250 employees

Short description

Eagle Asset Management is a Florida-based, SEC-registered investment adviser founded in 1976 and wholly owned by Raymond James Investment Management, offering ~25 equity, fixed income, and multi-asset strategies to institutional investors and retail clients served through Raymond James financial professionals.

Ownership category

akta.pro rank

Headquarters

HQ city

St. Petersburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory and Management Fees: Eagle Asset Management generates revenue through investment advisory fees charged to client accounts. Fees are disclosed in Eagle's Form ADV, Part II. Net returns reflect the application of wrap fees up to 3% per annum for various strategies.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Eagle Asset Management provides an array of equity, fixed income, and multi-asset-class investment strategies delivered as separately managed accounts and sub-advised portfolios. Strategies span large cap, mid cap, small cap, SMID cap, international ADR, municipal bonds, taxable fixed income, sustainability-focused fixed income, and multi-asset income portfolios. The firm serves institutional investors directly and retail investors through the Raymond James financial professional network.

Product overview

Eagle Asset Management offers a comprehensive suite of investment strategies organized across equity, fixed income, and specialty categories. The equity offerings include Large Cap Growth, Large Cap Core, Equity Income, Tax Optimized Core (direct indexing), Mid Cap Growth, Small Cap Growth, Small Cap Strategy, SMID Cap Strategy, SMID Cap Select Strategy, and International ADR. Fixed income strategies encompass Sustainability-Focused (Corporate Bond, Municipal Bond, Tactical Fixed Income), Taxable Fixed Income (Government Securities, High Quality Taxable, Taxable Managed Income Solutions, Short-Term Conservative, Corporate Credit Opportunity Strategy), and Tax-Advantaged Fixed Income (Municipal Managed Income Solutions, High Quality Tax-Free, Tax-Aware Fixed Income). Specialty products include Strategic Income Portfolio, Vertical Income Portfolio, and Enhanced Income Portfolio. The firm also operates Gibbs Capital Management as a sub-brand offering Equity Income and Core Growth strategies. These strategies are supported by dedicated research teams and portfolio managers across various asset classes and market capitalizations.

Differentiator

Problem solved

Functional benefit

Brands

• Gibbs Capital Management: A division of Eagle Asset Management offering Equity Income and Core Growth investment strategies

Products and services

• Large Cap Growth

Quantifiable outcome

• Enhanced Income achieved 18.31% gross return in one year ending March 31, 2026, outperforming Dow Jones Industrial Average's 12.23%
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• Carillon Tower AdviserscoreOthersEagle Asset Management is an affiliate of Carillon Tower Advisers, a global asset management company that combines exceptional insight and agility of individual investment teams with strength and stability of a full-service firm. Carillon Tower also includes affiliates ClariVest Asset Management, Cougar Global Investments, Reams Asset Management, and Scout Investments.
• ClariVest Asset ManagementcoreOthersClariVest Asset Management LLC is an affiliate of Eagle Asset Management under the Carillon Tower Advisers umbrella. ClariVest manages International ADR, Large Cap Core, Large Cap Growth, and Mid Cap Growth strategies for Eagle. The ClariVest team uses a consistent and repeatable investment process capitalizing on deep knowledge of markets and long-term investing experience.
• Raymond JamescoreChannel Partner/ Reseller/ DistributorEagle Asset Management is a wholly-owned subsidiary of Raymond James Investment Management. Distribution occurs through the Raymond James financial professional network. Eagle operates as a boutique within the Raymond James platform, allowing investment teams autonomy while benefiting from the broader firm's distribution capabilities.
• Gibbs Capital ManagementcoreOthersGibbs Capital Management is a division of Eagle Asset Management offering Equity Income and Core Growth strategies. The team joined Eagle Asset Management in 2023. Michael Gibbs serves as Managing Director and Lead Portfolio Manager.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Pzena Investment Management: Mid-size US active equity manager with institutional focus and a fundamental value approach across large and SMID cap strategies. Comparable boutique-style operating model, institutional channel focus, and active equity product overlap.
• Wasatch Advisors: US boutique active manager specializing in small-cap and SMID-cap equity strategies with strong institutional and retail footprint. Directly comparable to Eagle's Small Cap, Small Cap Growth, and SMID Cap strategies with similar bottom-up fundamental approach.
• Cohen & Steers: Mid-size US active manager specializing in real assets, equity income, and preferred securities with REITs in core product mix. Comparable to Eagle's Equity Income strategy which explicitly includes REIT exposure and to the multi-asset income approach.
• Westwood Holdings Group: US active asset manager offering equity and fixed income/multiple-asset strategies to institutional and intermediary channels. Comparable in size, multi-strategy active lineup, and intermediary/wholesale distribution approach.
• Artisan Partners Asset Management: Publicly-traded US active manager structured around autonomous investment teams offering equity and fixed income strategies. Operates a multi-boutique platform comparable in structure to Eagle's affiliate model under Carillon Tower Advisers and Raymond James Investment Management.
• Silvercrest Asset Management Group: US active manager with a multi-affiliate model offering equity, fixed income, and alternative strategies. Directly comparable multi-affiliate structure and active investment lineup.
• Calamos Asset Management: Mid-size US active asset manager offering multi-asset, equity income, convertible, and fixed income strategies to institutional and retail channels. Highly comparable to Eagle's equity-income, multi-asset, and convertible-bond-tilted strategies under a similar fee-based model.
• Manning & Napier: Mid-size US active manager providing equity, fixed income, and multi-asset strategies to institutional and retail investors. Comparable multi-strategy lineup, similar fee-based revenue model, and overlapping institutional/retail distribution.

Broad incumbents

• American Century Investments: Larger established US active manager offering equity, fixed income, and multi-asset strategies across institutional and retail channels. Larger and broader portfolio but significant overlap with Eagle's active product shelf and intermediary distribution.
• Nuveen (TIAA): Large US asset manager with significant fixed income, municipal bond, and multi-asset capabilities. Direct overlap with Eagle's Municipal Managed Income Solutions, High Quality Tax-Free, and multi-asset strategies, though at substantially greater scale.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eagle Asset Management