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Managing Member/principal and Chief Compliance Officer · Eagle Investment Advisors

David L. Summers

CRD 4467480 · Named on Form ADV at one SEC-registered adviser

At a glance

Eagle Investment Advisors, an SEC-registered wealth manager based in Downingtown, PA with $186 million in regulatory assets, lists David L. Summers on its Form ADV as Managing Member/principal and Chief Compliance Officer, a control person.

Firms and roles

  • Eagle Investment AdvisorsManaging Member/principal and Chief Compliance OfficerWealth manager · Downingtown, PA · $186M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jay A. PainterManaging Member/principal and Chief Financial Officer, Eagle Investment Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.