Eagle Spirit Investments Consulting

Name

Eagle Spirit Investments Consulting

Legal name

Eagle Spirit Investment Consulting Inc.

Website

https://eaglespiritinvestments.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAL

Fee-Only Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEAAAM

Fee-Based Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAABAD

Advisory Portfolio Management (Non-Discretionary)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

Keywords

• Investment advisory services
• Portfolio management
• Financial planning
• Retirement planning
• Asset allocation

Headquarters

HQ city

Lakeside

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fee-Only Advisory Services: Compensation is fee only and is based on the total value of the account averaged over a definite period (one year). The firm does not receive sales commissions for packaged products such as bonds, stocks, ETFs, mutual funds, insurance/annuity products, or hedge funds. The firm does not own the securities they sell.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Core offering

Eagle Spirit Investment Consulting Inc. is a fee-only Registered Investment Advisory firm that provides ongoing investment supervisory services (portfolio management, investment analysis, asset allocation, vendor selection, retirement plan management, and regular portfolio monitoring) and financial planning (investment, retirement, college, and debt/credit planning) to individuals, families, and institutional investors such as communities and enterprises. The firm does not sell securities, does not receive sales commissions, and does not own a parent company.

Product overview

Eagle Spirit Investment Consulting Inc. is a registered investment advisory firm offering a unified suite of financial advisory services. The core offerings include Investment Supervisory Services (ongoing portfolio management with investment analysis, asset allocation, and monitoring) and Financial Planning (investment, retirement, college, and debt/credit planning). The firm operates on a fee-only, fiduciary basis without receiving sales commissions or owning the securities they recommend.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Supervisory Services Ongoing portfolio management services based on individual/community goals, objectives, time horizon, and risk tolerance. Includes investment analysis (fee analysis), vendor selection, retirement plan management with educational services, investment strategy, investment policy, asset allocation, asset selection, risk tolerance assessment, and regular portfolio monitoring. For individuals, families, and institutional investors such as communities and enterprises.
• Financial Planning Comprehensive financial planning services covering investment planning, retirement planning, college planning, and debt/credit planning. For individuals and families seeking structured financial guidance.

Quantifiable outcome

• Fiduciary duty ensures client interests are prioritized over firm interests
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• LPL FinancialminorOthersCustodian relationship where Ken Robbins previously worked as a registered representative. Current custodian for client accounts.
• Merrill LynchminorOthersCustodian relationship where Ken Robbins previously worked. Historical employment relationship prior to founding Eagle Spirit.
• Charles SchwabminorOthersCustodian for client accounts. Ken Robbins worked with Charles Schwab as a current custodian.
• ScottrademinorOthersCustodian relationship where Ken Robbins previously worked as a registered representative.

Scale indicators3 records

Recent moves4 records

Expansion highlights2 records

Others

• LPL Financial: Current custodian for Eagle Spirit client accounts and the largest independent broker-dealer in the US. Comparable as a custodian and back-office partner; competes indirectly via LPL's own RIA-affiliated advisors.
• Charles Schwab: Current custodian for Eagle Spirit client accounts; also operates its own RIA and Schwab Intelligent Portfolios robo-advisor. Comparable as a custodian relationship and as an indirect competitor via in-house advisory offerings.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA providing evidence-based investment management and financial planning to HNW individuals and families. Directly comparable in fee-only fiduciary positioning and personalized advisory service.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of independent advisors. Comparable in serving independent RIA practitioners with custodial and back-office support.
• Creative Planning: Large fee-only RIA and wealth management firm serving individuals and institutions with portfolio management and financial planning. Closely comparable fee-only fiduciary model and recurring AUM-based revenue structure.
• Carson Group: National RIA and wealth management firm offering fee-based advisory, financial planning, and institutional consulting to advisors and clients. Comparable in holistic advisory offerings and recurring AUM economics.

Broad incumbents

• Cetera Financial Group: Large multi-channel RIA and broker-dealer network serving independent advisors and their clients. Comparable in custodial and RIA support functions though broader in scope and scale than Eagle Spirit.
• Fisher Investments: Large global investment management firm primarily serving HNW individuals and institutional clients with portfolio management. Comparable target customer and fee-based revenue model, though significantly larger and more institutional.
• Edelman Financial Engines: Large independent RIA combining human advisors with technology-enabled portfolio management for individuals and employer-sponsored plans. Comparable in fiduciary advisory but materially larger scale and broader geographic reach.

Emerging players

• Empower (formerly Personal Capital): Tech-enabled RIA combining digital tools with human advisory for HNW investors. Competes for the same client segment but with proprietary technology platform — a key contrast with Eagle Spirit's traditional model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/eagle-spirit-investments-consulting-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Spirit Investments Consulting