What Eagle Harbor Asset Management does

Eagle Harbor Asset Management, Inc. is a Seattle-based Registered Investment Advisor (RIA) founded in 1999 that operates as a boutique, fee-only advisory firm. The firm provides investment management, wealth management, and trust services to affluent individuals and families, trust accounts, retirement plans, and institutional clients. Operations are concentrated at a single office in Seattle's 701 Fifth Avenue location with a small team of 1-10 employees, reflecting a deliberately limited client base built on long-standing relationships.

The firm's service offering spans discretionary investment management, broader wealth planning, and trust services, delivered under a fiduciary, fee-only compensation model. Advisory fees are asset-based, calculated as a percentage of assets under management, aligning the firm's revenue with client portfolio values rather than transactional commissions. Custody and trade execution are supported through an alliance with Charles Schwab Institutional, providing the back-office infrastructure expected of an independent RIA. Senior personnel hold the CFA designation and bring 20+ years of investment experience, underpinning the firm's analytical positioning.

The firm serves a primarily domestic client base concentrated in the Pacific Northwest, with cross-border clientele also indicated. No external funding, M&A activity, product launches beyond the core service triad, or AI/ML-driven capabilities are disclosed in the available data. Revenue derives entirely from asset-based advisory fees on a private client book, with no disclosed AUM or revenue figures.

Name

Eagle Harbor Asset Management

Legal name

Eagle Harbor Asset Management, Inc.

Website

https://ehaminc.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Eagle Harbor Asset Management is a Seattle-based fee-only Registered Investment Advisor providing investment management, wealth management, and trust services to affluent individuals, families, trusts, retirement plans, and institutions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Estate & Legacy Planning Advisory (FSAEAAAG), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment management
• Wealth management
• Trust services
• Portfolio management
• Financial advisory

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset-Based Advisory Fees: Fees calculated based on a percentage of assets under management. As a fee-only investment advisor, no commissions or referral fees are received. Success of the firm is tied exclusively to the success of each client's portfolio.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Eagle Harbor Asset Management is a fee-only Registered Investment Advisor providing highly personalized portfolio management and wealth advisory services to affluent U.S. and cross-border individuals, families, trusts, retirement plans, and institutions. The firm constructs customized, diversified portfolios using individual equity and fixed income securities, develops tailored Investment Policy Statements for each client, and offers trust portfolio management across living, charitable, testamentary, generation-skipping, special needs, and guardianship trust structures. Services are delivered on a fiduciary basis with fees calculated as a percentage of assets under management.

Product overview

Eagle Harbor Asset Management is a Registered Investment Advisor offering a unified wealth management platform comprising three core services: Investment Management Services (customized separate account portfolios built on individual equity and fixed income securities), Wealth Management Services (holistic advisory covering tax, estate, asset protection, and succession planning for affluent clients), and Trust Services (comprehensive trust portfolio management across multiple trust types). The three services are designed to work together, with investment management providing the portfolio foundation while wealth management addresses broader financial planning needs and trust services specialized management for trust accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services
• Wealth Management Services
• Trust Services

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Charles Schwab InstitutionalcoreTechnology or IntegrationEagle Harbor has an alliance with Schwab Institutional to provide custody and operational services for clients. This includes Schwab's technology, financial strength, and strong insurance protection. An Eagle Harbor portfolio manager serves as contact person for accounts at Schwab, and these services are included in the advisory fee.

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Emerging players

• Facet Wealth: Digital-first fee-only RIA serving HNW clients nationally with flat-fee financial planning and investment management. Comparable fee-only fiduciary model, but competes from a technology-driven delivery model that contrasts with Eagle Harbor's traditional high-touch boutique approach.
• Empower (Personal Capital): Hybrid digital wealth manager combining technology dashboards with human advisory services for HNW clients. Competes for the same affluent segment Eagle Harbor serves but offers integrated digital tools and a national footprint that Eagle Harbor lacks.

Broad incumbents

• Russell Investments: Seattle-headquartered global investment management firm offering portfolio management, advisory, and institutional asset management. Comparable regional base and investment management focus, though Russell serves predominantly institutional clients at much greater scale.
• Fisher Investments: Large fee-only investment advisor serving high-net-worth and institutional clients with discretionary portfolio management. Comparable in fee-only RIA positioning and long-term equity-oriented investment philosophy, but operates at much greater scale and broader geographic reach.
• Edelman Financial Engines: Large national RIA providing investment advisory, financial planning, and wealth management to individuals and families. Comparable fee-based advisory and integrated wealth planning offering, but operates at significantly larger scale across multiple geographies.
• Creative Planning: Large fee-only RIA offering wealth management, investment management, and tax/estate planning to HNW clients nationwide. Comparable fee-only fiduciary model and integrated wealth services, but with vastly larger AUM, headcount, and geographic footprint.
• Charles Schwab Wealth Advisory: Schwab's managed-portfolio and advisory offering for retail and HNW clients, built on the same Schwab Institutional custody infrastructure Eagle Harbor uses. Comparable in underlying custody/operating stack and asset-based fee model, but delivered as a vertically integrated mass-affluent product rather than a boutique relationship.

Direct peers

• Laird Norton Wealth Management: Pacific Northwest-based multi-family office and wealth management firm offering investment management, trust, and wealth planning services. Highly comparable: Eagle Harbor's Director Andrew Loechl was formerly a senior portfolio manager at the affiliated Laird Norton Trust Company, and both firms serve HNW families with integrated trust and investment services in the same regional market.
• Buckingham Strategic Wealth: Fee-only registered investment advisor serving affluent individuals and families with customized portfolio management and financial planning. Closely comparable in fiduciary, fee-only positioning and personalized advisory model, though Buckingham operates nationally at larger scale.

Regional players

• Bailard: Bay Area-based boutique wealth management and investment firm serving HNW families, foundations, and institutions with personalized portfolios. Comparable boutique scale, fee-based model, and long-term quality-growth investment philosophy, though anchored in California rather than the Pacific Northwest.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Harbor Asset Management