eamon capital management

What eamon capital management does

Eamon Capital Management is a fee-only registered investment advisor founded in 2015 and incorporated in Pennsylvania in June 2020, operating out of Wexford, north of Pittsburgh. The firm provides institutional-grade, discretionary investment management to high-net-worth individuals and families, financial advisors seeking an outsourced investment engine, nonprofit organizations and endowments, and a set of vertical-specific client types including physicians, attorneys, executives and business owners, and sophisticated investors. Its core offering is holistic portfolio management built on research-backed, factor- and discipline-driven construction, complemented by financial planning delivered through a partner CERTIFIED FINANCIAL PLANNER on an hourly basis ($150-$250/hr) and an alternative investments platform providing vetted private equity, hedge funds, and real estate partnerships.

The firm's technology stack is intentionally lean and third-party-dependent: Charles Schwab serves as the primary custodian, eMoney provides financial planning tools, and Bridge Financial offers consolidated reporting across managed and unmanaged accounts. There is no proprietary technology platform; the differentiator is the human-led portfolio management process led by founder and CIO Thomas McGahan, CFA, whose prior institutional experience includes overseeing $21B at MetLife and $11B at BNY Mellon, supported by a Head of Financial Planning (Francis Matthew Manella) and a Client Service Associate (Donna Camacho). The firm emphasizes fiduciary alignment, direct client access to the CIO, and a sales-led enterprise field motion with complimentary Calendly-scheduled consultations.

Eamon Capital monetizes primarily through tiered AUM-based advisory fees billed quarterly in arrears (1.25% on assets below $1M, stepping down to 0.60% above $5M) plus ancillary hourly financial planning fees. Revenue is not publicly disclosed, no external funding has been raised, and the firm operates as a privately held, founder-owned LLC with a 1-10 employee team. Distribution is exclusively direct-to-client, supplemented by content marketing (quarterly commentaries, newsletter) and a LinkedIn presence, with no intermediary or partner-channel sales force.

Name

eamon capital management

Legal name

Eamon Capital Management, LLC

Website

https://eamoncap.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Eamon Capital Management is a fee-only registered investment advisor providing institutional-grade investment management to high-net-worth individuals and families, financial advisors, nonprofits, and specialized segments such as physicians, attorneys, executives, and sophisticated investors, monetized via tiered AUM fees.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Registered investment advisor
• Wealth management services
• Portfolio management
• Financial planning
• Fee-only advisory

Headquarters

HQ city

Wexford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Assets Under Management (AUM) Fees: The firm charges advisory fees as a percentage of assets under management, billed quarterly in arrears. This is the primary revenue stream.
2. Financial Planning Fees: Hourly-based financial planning services provided in partnership with a CERTIFIED FINANCIAL PLANNER for clients needing new plans or updates to existing plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Eamon Capital Management is a fee-only registered investment advisor providing holistic, institutional-grade investment management services to high-net-worth individuals, families, financial advisors, and nonprofit organizations. Core services include discretionary portfolio management, financial planning (delivered via a CERTIFIED FINANCIAL PLANNER partner), alternative investment access, and manager selection/monitoring. Assets are custodied at Charles Schwab.

Product overview

Eamon Capital Management is a fee-only registered investment advisor offering a unified wealth management platform. The core offering is holistic investment management services, which includes institutional-grade portfolio management, research-backed portfolio construction, and objective financial advice. Additional services include financial planning (offered through a partner CFP), alternative investment access, and manager selection services. The firm serves individuals, families, financial advisors, nonprofit organizations, and sophisticated investors. Fees are charged on a percentage of assets under management basis, with tiered pricing ranging from 1.25% for accounts below $1,000,000 down to 0.60% for accounts above $5,000,000.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Fee-only registered investment advisory services providing institutional-grade portfolio management, research-backed portfolio construction, and objective advice across all asset classes for individuals, families, financial advisors, and nonprofits.
• Financial Planning Services Hourly-based financial planning delivered through a CERTIFIED FINANCIAL PLANNER partner, covering retirement planning, tax optimization, estate planning, and wealth transfer for clients needing new plans or updates to existing plans.
• Individual and Family Wealth Management Advisory services for individuals and families covering retirement planning, generational gifts, donor advised funds, and small business exit planning.
• Nonprofit Investment Management Customized, purpose-aligned investment portfolios for nonprofit organizations supporting long-term sustainability and fiduciary excellence, including Investment Policy Statement (IPS) development, capital needs assessment, strategy implementation, and performance monitoring.
• Financial Advisor Partnership Services Investment engine and management services for financial advisors, including sophisticated portfolio construction, research-driven strategy, and seamless execution to complement advisor planning expertise.
• Alternative Investment Platform Access to carefully vetted private equity, hedge funds, real estate partnerships, and other alternative investments typically available only to institutions, designed for sophisticated investors.
• Advanced Portfolio Construction Sophisticated modeling techniques, factor-based investing, and dynamic asset allocation strategies that adapt to changing market conditions for sophisticated investors.
• Manager Selection and Monitoring Institutional-level due diligence processes to identify, evaluate, and monitor best-in-class investment managers across all asset classes for sophisticated investors.
• Integrated Wealth Planning Coordination of investment strategies with estate planning, tax optimization, and philanthropic goals for comprehensive wealth management solutions for sophisticated investors.

Quantifiable outcome

• Client portfolios constructed to optimize projected returns with appropriate risk levels

Named customers1 record

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the primary custodian for client assets. Eamon Capital does not act as custodian; all assets are custodied at Schwab with trading and rebalancing access limited to advisory services.
• eMoneysupportingTechnology or IntegrationeMoney is a financial planning tool used for updating and accessing financial planning documents and planning tools for clients.
• Bridge FinancialsupportingTechnology or IntegrationBridge Financial is a reporting tool allowing clients to link Eamon-managed accounts and non-managed accounts in one location for simplified viewing.
• CERTIFIED FINANCIAL PLANNER PartnersupportingStrategic or Co-development PartnerPartnership with a CERTIFIED FINANCIAL PLANNER to offer financial planning services for clients needing new plans or updates to existing plans. Financial planning fees range from $150-$250/hour.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Halbert Hargrove: Independent, fee-only RIA specializing in personalized wealth management for HNW individuals, families, and business owners, with a long-tenured boutique team. Comparable to Eamon in fee-only fiduciary model, HNW focus, multi-generational planning orientation, and boutique scale.
• Modera Wealth Management: Fee-only RIA providing financial planning and investment management to HNW households, with services spanning retirement, tax, and estate planning. Comparable to Eamon in fee-only fiduciary positioning, comprehensive wealth planning offering, and HNW persona focus.
• Aspiriant: Fee-only wealth management firm serving HNW individuals and families with holistic planning, tax, and investment services. Comparable to Eamon in fee-only model, HNW and multi-generational client focus, and emphasis on integrated planning beyond pure portfolio management.
• Ritholtz Wealth Management: Boutique fee-only RIA serving HNW individuals and families with research-driven, institutional-quality portfolio management and a content-driven marketing approach. Highly comparable to Eamon in fee-only fiduciary positioning, boutique scale, and emphasis on transparent, advisor-led investment management.

Broad incumbents

• Fisher Investments: Large fee-based investment management firm serving HNW individuals, institutions, and institutional clients with global, research-driven portfolio strategies. Comparable to Eamon in fee-based model and institutional-style active portfolio management, but operates at much greater AUM scale.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., providing fee-based investment advisory, financial planning, and retirement services to HNW individuals. Comparable to Eamon in fee-only RIA model and HNW target market, but at far greater scale and with proprietary planning technology.
• Mariner Wealth Advisors: Large national RIA providing comprehensive wealth advisory, investment management, and financial planning to HNW individuals, families, and institutions. Comparable to Eamon in HNW client focus and fee-based advisory model, but significantly broader in scale, services, and geographic footprint.
• Buckingham Wealth Partners: Hybrid wealth management firm combining RIA services with advisor support, serving HNW clients and partner advisors. Comparable to Eamon in fee-based fiduciary positioning and advisor-partnership distribution, but operates at a larger multi-office scale.
• Carson Group: Large RIA and advisor support platform providing investment management, coaching, and back-office services to financial advisors and their HNW clients. Comparable to Eamon in serving financial advisors as a distribution channel, but with substantially greater scale, technology infrastructure, and national reach.
• Creative Planning: Large national fee-only RIA offering wealth management, financial planning, and institutional services to HNW and ultra-HNW clients. Overlaps with Eamon in fee-only fiduciary positioning and HNW target market, but operates at substantially greater scale across multiple U.S. offices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/eamoncap
• Facebookfacebook.com/eamoncap

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 eamon capital management