EAGLE ASSET MANAGEMENT INC

Latest filing: Aug 06, 2024 (85 days ago)

AUM

$33,547,900,606
5% change vs. 1 year ago
-1% change vs. 3 years ago
13% change vs. 5 years ago
37% change vs. 10 years ago

Employee Count

66
6% change vs. 1 year ago
-43% change vs. 3 years ago
-45% change vs. 5 years ago
-65% change vs. 10 years ago

Main Office

ST. PETERSBURG, FL
780 CARILLON PKWY, ST. PETERSBURG, FL, UNITED STATES, 33716

Client AUM

Discretion AUM
Discretionary $25.3
Non-Discretionary $8.2
Total $33.5
Client AUM
Retail $20.9
Pooled $9.6
Institutional $3.1
Total $33.5
Retail Accounts AUM
Individual 27,259 $8.2
Average Individual AUM $301,771
HNW 18,876 $12.7
Average HNW AUM $673,403
Retail Total 46,135 $20.9
Average Retail AUM $453,823

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $24.0
Retail SMA AUM $20.9
Institutional SMA AUM $3.1
Asset Class % AUM
Equity Exch 62% $14.9
Equity Non-Exch 0% $0.0
Govt Agency 13% $3.1
Municipal 12% $2.9
Sovereign 0% $0.0
IG Credit 11% $2.6
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 1% $0.2
Other 0% $0.0
Total 99% $23.8

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
RAYMOND JAMES & ASSOCIATES, INC. $350.0 broker-dealer 705
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC $275.4 149018
SCOUT INVESTMENTS, INC. $29.0 111787
CARILLON TOWER ADVISERS, INC. $15.6 174904
CLARIVEST ASSET MANAGEMENT LLC $3.0 139785
COUGAR GLOBAL INVESTMENTS LIMITED $1.4 109439
RAYMOND JAMES (USA) LTD $1.3 25853
RAYMOND JAMES INVESTMENT COUNSEL LTD. $0.0 128324
RAYMOND JAMES LIMITED $0.0 broker-dealer -
RAYMOND JAMES TRUST N.A. $0.0 trust company -
RAYMOND JAMES FINANCIAL PLANNING LTD $0.0 -
MK INVESTMENT MANAGEMENT INC. $0.0 -
RAYMOND JAMES FINANCIAL SERVICES, INC. $0.0 broker-dealer, municipal advisor 6694
RAYMOND JAMES GLOBAL SECURITIES, LTD $0.0 broker-dealer -
RAYMOND JAMES INVESTMENT SERVICES LIMITED $0.0 broker-dealer -
RAYMOND JAMES TAX CREDIT FUNDS, INC. $0.0 -
RAYMOND JAMES EURO EQUITIES SAS $0.0 broker-dealer -
RAYMOND JAMES TRUST (CANADA) $0.0 trust company -
RAYMOND JAMES INSURANCE GROUP, INC. $0.0 -
RAYMOND JAMES BANK, N.A. $0.0 -
CARILLON FUND DISTRIBUTORS, INC. $0.0 broker-dealer 139749
CHARTWELL INVESTMENT PARTNERS $0.0 106157

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

No control persons found

ADVDB.CO • SOURCE: SEC

Representatives

7 active representatives found

Name City State Exams Designations
STEVEN GILBERT ST. PETERSBURG FL S66|2005-11-15
BURTON MULFORD ST. PETERSBURG FL
TODD MCCALLISTER ST. PETERSBURG FL
JOSEPH CENTOFONTI ST. PETERSBURG FL S66|2008-06-30
DAVID BLOUNT ST. PETERSBURG FL S63|1994-07-20|S65|1994-07-20
JAMES CAMP ST. PETERSBURG FL S63|1996-11-25
EDMUND COWART ST. PETERSBURG FL S65|1992-12-03

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $33.5 $0.0 0% 66 0 0%
2024-04-02 $33.5 $0.0 0% 66 0 0%
2023-04-04 $32.1 $1.5 5% 62 4 6%
2022-04-01 $39.1 -$5.5 -14% 115 -49 -43%
2021-04-05 $33.9 -$0.4 -1% 115 -49 -43%
2020-04-01 $33.2 $0.4 1% 120 -54 -45%
2019-04-01 $29.8 $3.8 13% 120 -54 -45%
2018-04-02 $28.9 $4.7 16% 111 -45 -41%
2017-04-01 $26.4 $7.1 27% 211 -145 -69%
2016-04-01 $24.1 $9.5 39% 206 -140 -68%
2015-04-01 $25.6 $7.9 31% 195 -129 -66%
2014-04-01 $24.6 $9.0 37% 190 -124 -65%
2013-04-01 $20.3 $13.3 66% 180 -114 -63%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
FL, AK-07/21/1987, AL-05/07/1991, AR-03/19/1985, AZ-09/23/1994, CA-11/02/1984, CO-11/30/2005, CT-07/01/1997, DC-02/28/1994, DE-07/31/1984, FL-09/05/1984, GA-04/03/1989, HI-03/16/1987, IA-01/05/1999, ID-07/10/1986, IL-09/10/1984, IN-04/02/1986, KS-09/10/1984, KY-09/17/1984, LA-10/04/2001, MA-11/30/2005, MD-01/01/1991, ME-01/01/1998, MI-01/07/1998, MN-03/26/1985, MO-09/23/1987, MS-12/01/1997, MT-08/28/1984, NC-05/14/2001, ND-12/22/1994, NE-08/11/1992, NH-09/05/1984, NJ-09/11/1984, NM-10/01/1984, NV-11/26/1990, NY-08/24/1990, OH-11/04/1999, OK-01/01/1998, OR-10/01/1984, PA-01/14/1985, PR-02/16/1995, RI-01/01/1993, SC-09/14/1984, SD-04/19/1985, TN-09/27/1984, TX-11/07/1984, UT-12/18/1990, VA-07/05/1990, VT-11/16/1994, WA-10/01/1984, WI-05/01/1985, WV-06/27/1985, WY-12/04/2019
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV