Investment adviser · CRD 134098
EAGLESON ARNDT FINANCIAL ADVISORS
Investment adviser filing (IA)
EAGLESON ARNDT FINANCIAL ADVISORS, LLC
THOUSAND OAKS, CA, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $107M Form ADV · Item 5.F
- Client accounts
- 307 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 37 | $79,080,930 | 74.2% |
| Individuals | 117 | $25,302,111 | 23.7% |
| Retirement plans | 1 | $2,247,000 | 2.1% |
Filing source
Form ADV 2104533 · May 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 E. THOUSAND OAKS BLVD, SUITE 174THOUSAND OAKS, CA, 91360, United States
CRD 134098
Filing source
Form ADV 2104533 · May 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.