AdvisorRanked
82
Some Concerns

EAGLE ASSET MANAGEMENT INC

780 CARILLON PKWY, ST. PETERSBURG, FL 33716
Fiduciaryfee-onlySEC Registered
727-573-2453 HTTPS://WWW.LINKEDIN.COM/COMPANY/CARILLONTOWER CRD #110653
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$60.7B
Assets Managed
44
Clients
77
Employees
42
Years Active
since 1984

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46010. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46010

1 regulatory action(s), 1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 2.27 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameEAGLE ASSET MANAGEMENT INC
CRD Number#110653
SEC RegisteredYes
Registration Date1984-04-01
States RegisteredFL
Assets Under Management$60.7B
Number of Clients44
Employees77
Compensation Typefee-only
Last ADV Filing46010

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Frequently Asked Questions

Is EAGLE ASSET MANAGEMENT INC a fiduciary?

Yes. EAGLE ASSET MANAGEMENT INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does EAGLE ASSET MANAGEMENT INC charge clients?

EAGLE ASSET MANAGEMENT INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does EAGLE ASSET MANAGEMENT INC have any complaints?

Yes. EAGLE ASSET MANAGEMENT INC has 1 complaint(s) on record. Their complaint ratio is 2.27 per 100 clients (industry average: ~0.15).

How does EAGLE ASSET MANAGEMENT INC compare to other advisors in ST. PETERSBURG?

EAGLE ASSET MANAGEMENT INC has a Red Flag Score of 82/100. There are 16 registered advisory firms in ST. PETERSBURG. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46010. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.