Why Eagle Equity?

Our Investment Adviser Representatives (IARs) will explain our investment approach and strategies, listen to your investment needs, understand your situation & concerns, answer any questions you have.


Eagle Equity Holdings, LLC is a CA & FL state registered investment advisory firm with head office in Cape Coral, Florida (CRD#285806 / SEC#802-108794/NFA#0499062)

Our IARs are fluent in both English and Cantonese to assist our clients, including those from Hong Kong, Macau and Canton area (我們的投資顧問可講廣東話,幫助來自香港,澳門和廣東的客戶).


We have selected Interactive Brokers as our investment broker and RIA custodian.  See Interactive Brokers ratings and financial strength and security pages for more information.

Eagle Equity Holdings, LLC have not reviewed and cannot guarantee Interactive Brokers information for completeness or accuracy.