EAGLE ASSET MANAGEMENT INC
Latest filing: Aug 06, 2024 (107 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 | |||||
|---|---|---|---|---|---|---|---|---|---|
| TODD MCCALLISTER | ST. PETERSBURG | FL | |||||||
| JAMES CAMP | ST. PETERSBURG | FL | S63|1996-11-25 | ||||||
| STEVEN GILBERT | ST. PETERSBURG | FL | S66|2005-11-15 | ||||||
| EDMUND COWART | ST. PETERSBURG | FL | S65|1992-12-03 | ||||||
| DAVID BLOUNT | ST. PETERSBURG | FL | S63|1994-07-20|S65|1994-07-20 | ||||||
| JOSEPH CENTOFONTI | ST. PETERSBURG | FL | S66|2008-06-30 | ||||||
| BURTON MULFORD | ST. PETERSBURG | FL | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $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