Data / Investment advisers / Missouri / Eagle Bluffs Wealth Management LLC
Eagle Bluffs Wealth Management LLC, Columbia, MO: $294 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Eagle Bluffs Wealth Management LLC is an SEC registered investment adviser with its main office in Columbia, Missouri and reports $294 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Eagle Bluffs Wealth Management LLC (CRD number 306311): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 306311
- SEC file number
- 801-120565
- SEC status
- Approved, effective March 22, 2021
- Main office
- 2201 Old 63 South, Columbia, MO 65201
- Phone
- (573) 507-9084
- Website
- eaglebluffs.com
- Regulatory AUM
- $294,193,033 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $294,011,696
- Non discretionary AUM
- $181,337
- Accounts
- 550
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $244.7 million |
| Individuals (other than high net worth individuals) | 89 | $36.7 million |
| Corporations or other businesses | Fewer than 5 | $9.6 million |
| Pension and profit sharing plans | Fewer than 5 | $2.4 million |
| Charitable organizations | Fewer than 5 | $792,782 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $294.2 million | March 10, 2026 |
| December 1, 2025 | $230.9 million | February 28, 2025 |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Select Advisors, LLC | St. Louis | $315.3 million | Not listed | adviserinfo.sec.gov |
| Brady Family Wealth, LLC | Saint Louis | $312.7 million | Not listed | adviserinfo.sec.gov |
| Craft & Sage Wealth | Kansas City | $306.8 million | Not listed | adviserinfo.sec.gov |
| Cauble & Harre Wealth Management, Inc. | St. Louis | $300.6 million | Not listed | adviserinfo.sec.gov |
| The Yanker Group | Manchester | $296.4 million | Not listed | adviserinfo.sec.gov |
| Philip Vongontard, Cfa, LLC | St.Louis | $288.5 million | Not listed | adviserinfo.sec.gov |
| Moelis Asset Catalyst Partners | St Louis | $288.2 million | 1 | adviserinfo.sec.gov |
| Trinity Wealth Advisors LLC | St. Louis | $281.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Eagle Bluffs Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.