Eagle Capital Management LLC
advisor40 known aliases resolved via the canonical alias map
Market position · 2024
Plans served36-13 YoYRank #475 of mapped providers
Assets under administration$50.7B0.1%Market share · rank #309
Fees received$16MMedian $242,458/planSum across Schedule C direct + indirect
Net wins YoY-101 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Eagle Capital Management LLC plan look like?
Service mix · median fees per plan
Count of plans where Eagle Capital Management LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 28 | $295,323 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 5 | $209,992 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 2 | $167,506 | |
Investment management; Investment management fees paid directly by plan; Investment advisory (plan); Securities brokerage commissions and feesCode 27 | 1 | $171,851 |
Competitor overlap
Percent of Eagle Capital Management LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Eagle Capital Management LLC.
| Sponsor | From | Assets |
|---|---|---|
PLUMBERS LOCAL 9 PENSION FUNDNJ · 510219541-001 | Crescent Capital Group LP | $282M |
Plans lost in 2024
Appeared last year under Eagle Capital Management LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTROCK COMPANYGA · 473335141-027 | JPMorgan Chase | $4.0B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | Calibre CPA Group PLLC | $3.3B |
MAIN LINE HEALTH, INC.PA · 232331531-001 | MARYANN STOREY | $1.6B |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | Wellington Trust Company | $1.3B |
MESSER INC.OH · 201963972-001 | JPMCB Management | $557M |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | National Investment Services | $293M |
THE MUSEUM OF MODERN ARTNY · 131624100-001 | Milliman | $108M |
JENNIE EDMUNDSON MEMORIAL HOSPITALIA · 420680355-001 | Marquette Associates | $54M |
PHIPPS HOUSESNY · 111187480-001 | CohnReznick LLP | $52M |
MESSER CONSTRUCTION CO.OH · 310740877-002 | Principal | $38M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UBS AGNJ · 980186363-002 | $10.2B | 34,848 | $4M | 9y | 1 |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $389,623 | 9y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $209,992 | 10y | - |
NXP USA, INC.TX · 200443182-001 | $3.8B | 8,578 | $2M | 9y | 1 |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $696,414 | 2y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $489,061 | 9y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $786,366 | 4y | - |
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $388,527 | 10y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $519,323 | 3y | 1 |
WELLSTAR HEALTH SYSTEM, INC.GA · 581649541-003 | $1.5B | 21,242 | $2M | 6y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (40)
Raw Schedule C names collapsed into Eagle Capital Management LLC.
- BUCKLEY FRAME BOUDREAU & CO
- BUCKLEY FRAME BOUDREAU & CO PC
- BUCKLEY FRAME BOUDREAU & COMPANY
- BUCKLEY FRAME, BOUDREAU & COMPANY
- BUCKLEY GENT MACDONALD & CARTY, P.C
- BUCKLEY, FRAME & BOUDREAU
- BUCKLEY, FRAME & BOUDREU
- BUCKLEY, FRAME BOUDREAU & CO PC
- BUCKLEY, FRAME, BOUDREAU
- BUCKLEY, FRAME, BOUDREAU & CO
- BUCKLEY, FRAME, BOUDREAU & CO, P.C.
- BUCKLEY, FRAME, BOUDREAU & CO. P.C.
- BUCKLEY, FRAME, BOUDREAU & CO. PC
- BUCKLEY, FRAME, BOUDREAU & CO., P.C
- BUCKLEY, FRAME, BOUDREAU & CO., PC
- BUCKLEY, FRAME, BOUDREAU & CO.,P.C.
- BUCKLEY, FRAME, BOUDREAU & COMPANY
- BUCKLEY, FRAME, BOUDREAU, & CO PC
- BUCKLEY, FRAME, BOUDREAU, PC
- BUCKLEY, FRAME, ETAL
- BUCKLEY, FRAME,BOUDREAU & CO. P.C
- BUCKLEY,FRAME,BOUDREAU & CO., P.C.
- EAGLE CAPITAL
- EAGLE CAPITAL MANAGEMENT
- EAGLE CAPITAL MANAGEMENT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Eagle Capital Management LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.78% | 7.76% | -4.98 pp |
| Fidelity bond gap | 2 | 5.56% | 26.94% | -21.39 pp |
| Late contributions | 1 | 2.78% | 1.71% | +1.06 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 5.56% | 1.76% | +3.80 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Eagle Capital Management LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Eagle Capital Management LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 4 | 11.1% |
| Lindabury, McCormick, Estabrook & Cooper | 3 | 8.3% |
| Morgan Lewis & Bockius LLP | 3 | 8.3% |
| OBrien, Belland & Bushinsky, LLC | 3 | 8.3% |
| Watkins Pawlick Calati & Prifti PC | 2 | 5.6% |
| Abato, Rubenstein & Abato, P.A. | 1 | 2.8% |
| Allota Farley Co., LPA | 1 | 2.8% |
| ALSTON & BIRD LLP | 1 | 2.8% |
| Cary Kane LLP | 1 | 2.8% |
| Cohen, Leder, Montalbano & Connaughton | 1 | 2.8% |