RIA Intel›Advisers›Arizona›EAGLE SPIRIT INVESTMENTS CONSULTING, INC.

EAGLE SPIRIT INVESTMENTS CONSULTING, INC.

Advisory

AZ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$986K

across 6 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$100K

Non-Discretionary AUM$6M

Discretionary %1.7%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

KEATS CONNELLY AND ASSOCIATES INC.

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SIX SIGMA WEALTH ADVISORS, LLC

$6M

JW HECHT WEALTH MANAGEMENT LLC

$6M

TRIDENT WEALTH MANAGEMENT, LLC

$6M

JOHNSON WEALTH MANAGEMENT, LLC

$6M

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