Eagle Wealth Management Group Inc.

Eagle Wealth Management Group Inc. Form ADV Part 2A: Firm Brochure 10815 Sikes Place Suite 320 Charlotte, NC 28277 800-818-0301 1930 Abbott St Suite 304 Charlotte, NC 28203 800-818-0301 28212 Kelly Johnson Parkway Suite 175 Valencia, CA 91355 661-257-9800 Email: JoAnn@EagleWealthInc.com Website: EagleWealthInc.com April 2026 about the contents of This firm brochure (“Brochure”) provides information about the qualifications and business practices of Eagle Wealth Management Group Inc. (“Eagle Wealth” or the “Firm”), a SEC registered investment adviser.* If you have any questions this brochure, please contact us at 661-257-9800 or JoAnn@EagleWealthInc.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Eagle Wealth Management Group Inc., is also available on the SEC's website at www.adviserinfo.sec.gov. You can search this site by using the Firm's full name or a unique identifying number, known as a CRD number. Our firm's CRD number is 327052. *Registration with the SEC does not imply a certain level of skill or training.  Item 2: Material Changes Consistent with SEC rules, Eagle Wealth seeks to ensure that our clients receive a summary of any material changes made to this and subsequent Disclosure Brochures within 120 days after the close of our fiscal year. Furthermore, we will provide interim disclosure regarding certain material changes as necessary. There have been no material changes since the firm’s last annual amendment.  Item 3: Table of Contents Contents Item 2: Material Changes 2 Item 3: Table of Contents 3 Item 4: Advisory Business 4 Item 5: Fees and Compensation 9 Item 6: Performance-Based Fees and Side-By-Side Management 11 Item 7: Types of Clients 11 Item 8: Methods of Analysis, Investment Strategies and Risk of Loss 12 Item 9: Disciplinary Information 14 Item 10: Other Financial Industry Activities and Affiliations 14 Item 11: Code of Ethics, Participation or Interest in Client Transactions and Personal Trading 14 Item 12: Brokerage Practices 15 Item 13: Review of Accounts 18 Item 14: Client Referrals and Other Compensation 18 Item 15: Custody 19 Item 16: Investment Discretion 19 Item 17: Voting Client Securities 19 Item 18: Financial Information 20 Form ADV Part 2B 21  Item 4: Advisory Business Eagle Wealth Management Group Inc. (“Eagle Wealth”), which is a SEC-registered investment adviser, began conducting business in July 2023 with its principal place of business located in Valencia, California. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company): Douglas R. Eagle, Jr. (50%) and JoAnn K. Eagle (50%) Eagle Wealth provides investment advisory services to a variety of clients, through financial planning and asset management. Our investment advice is delivered through our investment adviser representatives (“Advisory Associates”). Advisory Associates provide advisory services on a discretionary basis. Clients with discretionary agreements have authorized their Advisory Associate to manage the account without prior consent for each transaction. Clients may impose limitations on discretionary agreements, if preferred. As of December 31, 2025, Eagle Wealth manages approximately $417,512,000 of Assets Under Management on a discretionary basis. Financial Planning Services We provide financial planning services. The goal of financial planning is a comprehensive evaluation of a client's current and future financial state by using currently known variables to estimate future cash flows, asset values and withdrawal plans. Through the financial planning process, a wide range of questions, information and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. Clients may purchase this service in one or more of the following ways: 1. Hourly Financial Planning consultation services 2. A written Financial Plan 3. An annual Financial Planning Service Agreement In general, the financial planning services can address any or all of the following areas: ● Personal: We review family records, budgeting, personal liability, estate information and financial goals. ● Tax & Cash Flow: We analyze the client's income tax and spending and planning for past, current and future years; then illustrate the impact of various investments on the client's current income tax and future tax liability. ● Business Planning Services: Eagle Wealth and its Advisors may use its knowledge of strategic advice for business growth acceleration and/or succession and exit planning that merge key focus areas to provide a strategic plan to manage succession – business, financial and personal. ● Investments: We analyze investment alternatives and their effect on the client's portfolio. ● Insurance: We review existing policies to ensure proper coverage for life, health, disability, long-term care, liability, home and automobile. ● Retirement: We analyze current strategies and investment plans to help the client achieve his or her retirement goals. ● Corporate Planning: We assist the client with formulating long-term business goals, strategic planning, performance metrics, executive compensation plans and employee benefits. ● Death & Disability: We review the client's cash needs at death, income needs of surviving dependents, estate planning and disability income. ● Estate: We assist the client in assessing and developing long-term strategies, including as appropriate, living trusts, wills, review estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid and elder law. ● Philanthropic: We assist philanthropic entities, such as foundations, endowments and individuals  (amongst others) with developing financial plans and/or strategies for managing assets with such efforts as gifting or setting up donor advised funds, etc. ● Real Estate: Advisory Associates with appropriate background, experience, and licenses in real estate may provide assistance with the valuation, structuring and disposition of real property. ● Advisory Associates in their separate capacity(ies), are able to offer these real estate services to advisory clients for separate and typical compensation (i.e., commissions, or other sales-related forms of compensation). These services are considered an outside business activity and are not offered by Eagle Wealth. Financial Planning recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. It is possible that recommendations made to any one client may be contrary to or exactly the opposite of recommendations made to other clients because many different Advisory Associates in different locations will be making investment recommendations to clients. The recommendations provided in any of the following “Financial Planning Services” will be valid as of the date(s) provided and will not be valid for any period beyond that (those) date(s). Hourly Financial Planning consultation services: Clients can receive financial planning advice on a more focused basis for an hourly fee. This may include advice on only an isolated area(s) of concern such as specific investments, estate planning, retirement planning, or any other specific topic. We also provide specific consultation and administrative services regarding investment and financial concerns of the client. Written Financial Plan We gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by the client and prepare a written report. Should the client choose to implement the recommendations contained in the plan, we suggest the client work closely with his/her attorney, accountant, insurance agent, and/or stockbroker. Implementation of financial plan recommendations is entirely at the client's discretion. This service may also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning and business planning. The client will agree to the scope and depth of each financial plan in advance. In addition, all fees, deliverables and timeline will be determined in advance and presented to the client. Written financial plans will be delivered to the client within six months of the contract date, provided that all information needed to prepare the financial plan has been promptly provided. Annual Financial Planning Service Agreement: Over the course of a twelve (12) month period, we gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, returns objectives and attitudes towards risk. We carefully review documents supplied by the client, including a questionnaire completed by the client and prepare an initial written financial analysis. We will update the analysis periodically as requested by the client. In addition, we provide consultation services throughout the course of the agreement upon the client's request. As appropriate, we may make recommendations to the client throughout the engagement based on the criteria above. Should the client choose to implement the recommendations made, we suggest the client work closely with his/her attorney, accountant, insurance agent, and/or stockbroker. Implementation of financial plan or investment recommendations is entirely at the client's discretion. We also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning and business planning.  The client and the Adviser Representative will collectively agree to the scope and depth of each annual financial planning service engagement in advance. In addition, all fees, deliverables and timeline will be determined in advance of signing the agreements. Additional costs and conflicts of interest when implementing the Plan or Agreement Should the client elect to work with the Eagle Wealth adviser to implement some or all of the recommendations offered in the Plan or Agreement, there will be additional costs to execute the advice. These costs could be in the form of advisory fees, and/or other transaction or investment- related expenses that will vary depending upon the type of investment(s) selected. In the case of assets held in a brokerage or managed account, they should also review the custodian's pricing schedule. These disclosure documents are available from your Adviser. Investment products vary widely in their costs, objectives and features. Because of this wide selection, your Eagle Wealth Adviser will be faced with conflicts of interest if one investment product generates more compensation than a competing product. Nonetheless, Advisory Associates have a fiduciary duty to select the best option for the client, to eliminate or mitigate conflicts of interest when possible, and to disclose the conflict if mitigation options are not available. Associates are trained to discuss and offer the account types and investment types that appear to be most suitable for a client's individual situation based on the information obtained from the client. Business Planning Services Eagle Wealth and its Advisors may use its knowledge of strategic advice for business growth acceleration and/or succession and exit planning that merge key focus areas to provide a strategic plan to manage succession – business, financial and personal. Eagle Wealth implements an initial project for the client outlining: business structure review, including asset protection and taxation issues, financial analysis, including trend analysis, breakeven and safety limit, cash flow analysis, credit access and detailed industry benchmarking, non-financial analysis of key operational aspects and risks, sale readiness and attractiveness, detailed business valuation, and business value drivers and value enhancement. The results of this initial project stage would then be presented to clients whereby Eagle Wealth and the client review of the report and initial findings/recommendations, discuss strategic succession options, and the proposed implementation plan. Our advice and recommendations may be delivered verbally or in written form. You are free to accept or reject any recommendation from us. You are solely responsible for the implementation of any advice from us. You may implement our recommendations with any service provider of your choosing, i.e. brokers, accountants, attorneys, insurance agents, etc. You are responsible for obtaining advice from your own legal and tax professionals before acting on our recommendations. Asset Management Eagle provides asset management services designed to offer clients a diversified, long-term approach to their personal investment goals and objectives through asset allocation, portfolio monitoring, consolidated reporting, and, most importantly, individualized portfolio management. It allows clients to invest in no-load or load-waived mutual funds, variable products, stocks, bonds, commercial paper, money market shares, CDs and exchange traded funds, according to the investor's needs, goals, objectives and preferences. Clients will receive an initial consultation with an Advisory Associate to determine the client's financial situation including investment history, goals and objectives, and special interests or concerns. Advisory Associates will help clients customize their own level of risk when designing their portfolio based on current market conditions. Based on this consultation and client account documents, the client and the Advisory Associate will design a portfolio using appropriate investments intended to meet the client's long-term goals. Accounts will be rebalanced to ensure they stay within the client's established allocation. The Advisory Associate  will review the strategy periodically and may make changes in the asset allocation among securities as needed. It is imperative, therefore, for the client to contact the Advisory Associate if the client's financial situation or objectives change. Advisory Accounts will be custodied at Schwab Advisor Services division of Charles Schwab & Co., Inc. (Schwab) Services: Affiliated and unaffiliated service providers may develop asset allocation models. The Advisory Associate may also develop asset allocation models or use others from outside independent sources. Each Advisory Associate develops his or her own methods of analysis, sources of information, and investment strategies. As such, recommendations by Advisory Associate and individual investment portfolios will differ. The Advisory Associate will manage accounts on an ongoing basis and will review accounts at least annually with the client or upon the client's request. The purpose of the review is to determine whether there have been any changes in the client's financial situation and investment goals and to determine whether any changes in the client's investment portfolio are appropriate. The Advisory Associate also reviews the client's asset mix and makes recommendations regarding changes to the portfolio. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Clients will receive monthly brokerage statements, except for months in which no account activity has occurred, and quarterly statements and performance reports. Clients may call at any time during normal business hours to speak directly with their Advisory Associate or the Eagle Wealth home office about their account, financial situation, or investment needs. Retirement Plan Advisory and Consulting Services Eagle Wealth, through its affiliated IARs, provides consulting and advisory services to both ERISA and Non-ERISA employer sponsored retirement plans, including, but not limited to, 401(k), 457(b), 457(f), 403(b), Simple IRA, SEP IRA, nonqualified, deferred compensation, pension and profit-sharing plans (collectively, “Plans” or individually, “Plan”) on both a one-time and/or ongoing basis. Eagle Wealth offers a suite of detailed engagement agreements which are customized for each client relationship and executed by the Plan’s designated fiduciary upon conclusion of a careful review, which, at times, includes the client’s independent legal counsel. Through its agreements, Eagle Wealth is engaged to provide investment advisory services on either a “nondiscretionary” basis (serving as a “fiduciary” as defined by §3(21)(A)(ii) of the Employee Retirement Income Security Act of 1974 (“ERISA”)); or on a “discretionary” basis and thus will serve as an “Investment Manager” as defined by §3(38) of ERISA. Certain other additional services available from Eagle Wealth would be considered non-fiduciary by definition and function and are explicitly detailed within the Plan’s executed agreement. For non-discretionary services, Eagle Wealth and its IARs will act in a solely advisory capacity and will not have or exercise any discretionary authority or control relative to the management or investment of the assets of the respective Plan. For discretionary services, Eagle Wealth and its IARs will be designated as the Investment Manager to the Plan and assume responsibility for the investment selection and asset management for the Plan’s master menu made available to the Plan participants from which to choose. In all cases, Eagle Wealth will not serve as the “named fiduciary” of the Plan. Our agreements offer our clients the opportunity to select one or more of the following services in various engagement categories: ERISA 3(21) Investment Adviser Fiduciary Services (Non-Discretionary): ● Development of an Investment Policy Statement (“IPS”); ● Recommendations for the selection and monitoring of the Plan’s Designated Investment Alternatives (“DIAs”) that meet the standards set forth within the IPS or as established by other stated goals, objectives and restrictions communicated to Eagle Wealth by the Plan’s fiduciaries that also satisfy ERISA’s §404(c) requirement that participant-directed retirement plans offer a “broad range” of investment options;  ● Recommendations for selecting and monitoring the Plan’s Qualified Default Investment Alternatives (“QDIAs”); Investment performance measurement, analysis and reporting; ● Recommendations for and monitoring of Third-Party Investment Managers, if utilized; ● ● Attendance and active participation at Plan Oversight Committee meetings; and ● Individualized investment advice options for Plan Participants; ERISA 3(38) Investment Manager Fiduciary Services (Discretionary): Investment performance measurement, analysis and reporting; and ● Development of an Investment Policy Statement (“IPS”); ● Selection and monitoring of the Plan’s DIAs; ● Selecting and monitoring of the Plan’s QDIAs; ● ● Attendance and active participation at Plan Oversight Committee meetings. ERISA Non-Fiduciary Services: ● Consulting services to assist the Plan Sponsor with plan design (Settlor) decisions; ● Provide the Plan’s Oversight Committee with fiduciary education and “best practices” awareness as well as advice on the development of a Committee Oversight Charter, if so desired; ● Assistance with selecting and monitoring non-fiduciary vendors (e.g., TPA, Recordkeeper, etc.); and ● Delivering or coordinating individual and/or group investment and plan provision education, enrollment support and general retirement planning guidance. From time to time with the Plan Sponsor’s permission, IARs can make the Plan or Plan participants aware of and offer services to them available from the IAR that the participant would contract for separate and apart from the retirement plan advisory and consulting services described above specific to Plan assets. In offering or delivering any such additional services, IAR is not providing the services while acting as a fiduciary under ERISA with respect to such offering of services applicability to plan assets. If any such separate services are offered to participants, they will make an independent assessment of the need for or merits of such services without reliance on the advice, judgment, or influence of Eagle Wealth or its IAR. Eagle Wealth intends to fully adhere to the guidelines and mandates set forth within the DOL’s Prohibited Transaction Exemption (PTE) 2020-02 which became effective February 16th, 2020, specific to rollovers from qualified plans. As such, Eagle Wealth will require any participant considering a rollover to complete Eagle Wealth’s Employer Plan Distribution disclosure and acknowledgment document, which details the rationale for the rollover recommendation and discloses important information and considerations in connection with the rollover decision that are acceptable to the client. Eagle Wealth has a form designed to gather data and serve as a basis to evaluate the appropriateness of any such rollover recommendations. Private Offerings From time to time, Eagle Wealth Advisors may offer certain accredited individuals or entities the ability to invest in private offerings, as appropriate. Because private offerings are exempt from registration requirements at both the state and federal level, no regulator will have reviewed the offerings to make sure the risks associated with the investment and all material facts about the entity raising money are adequately disclosed. Securities offered through private offerings are usually illiquid, meaning there are limited opportunities to resell the security. All private offering sales will be made solely by confidential private offering memorandum, and the information set forth herein is qualified in its entirety by the information included in such memorandum. Prospective investors should carefully review and consider the risk factors and other information outlined in the private offering memorandum before deciding whether to invest. While Eagle Wealth advisors are obliged to always uphold their fiduciary responsibilities with clients, private investments are offered through the advisor’s affiliation and securities licensing with Concorde Investment are in addition to any advisory fees charged by Eagle Wealth. Any such additional fees are determined not by Eagle Wealth, but instead by the product sponsor and/or broker-dealer. No fees related to private offerings are collected by, run through, or paid to Eagle Wealth. Concorde Investment Services is responsible for the processing of all  related fees.  Advisory Referral Services Eagle Wealth acts as a solicitor on behalf of various independent registered investment advisers, also known as Third Party Asset Managers. Based on a client's individual circumstances and needs, we will assist the client in determining which independent adviser's portfolio management services are appropriate for that client. Factors considered in making this determination, including account size, and risk tolerance. Item 5: Fees and Compensation Financial Planning Services Fees Eagle Wealth's Financial Planning fees are determined based on the nature of the services being provided and the complexity of each client's circumstances. All fees are negotiated and agreed upon prior to entering into a contract with any client. Hourly Financial Planning Consultation Services: Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $100 to $750 per hour. Although the length of time it will take to provide a Financial Plan will depend on each client's personal situation, we will provide an estimate for the total hours at the start of the advisory relationship. The total fees may be higher than estimated. Fees for hourly financial planning consultation services will be billed to the client after the services have been rendered and will be payable upon receipt of the bill. Any financial planning consultation services terminate upon the delivery of such services to client. A Written Financial Plan: The fee for a financial plan will vary depending upon the nature of the services being provided and the complexity of each client's circumstances. The fees for this service generally range from $1,000 to $25,000 and will vary based on the depth and scope of the plan and the experience of the Advisory Associate. However, the fee for more complex business (financial) planning could range as high as $75,000. The fee will be stated and agreed upon in advance. Fees for a financial plan will be payable half in advance and the balance upon completion of the services. A client will have a period of five (5) business days from the date of the signing the engagement agreement to unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, a client engagement agreement may be canceled at any time, by either party, for any reason upon receipt of written notice. Upon termination of an engagement, any prepaid, unearned fees will be promptly refunded. Clients will be liable for any fees earned but not paid at the time of cancelation. The client engagement agreement will terminate upon delivery of the written financial plan. An Annual Financial Planning Service Agreement: An Annual financial planning service agreement includes a financial analysis, any updates in the financial analysis as requested by the client and consultation services upon the client's request during the year's period. The fee for the annual financial planning agreement will be charged as a flat dollar amount and generally range from $2,500 to $20,000 annually. Fee will not be based upon capital gains or capital appreciation of a client's account. The annual fee will be stated and agreed upon in advance. Fees for an annual financial planning service agreement will be payable quarterly in advance. A client will have a period of five (5) business days from the date of the signing the service agreement to unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, a service agreement may be canceled at any time, by either party, for any reason upon receipt of written notice. Upon termination of a service agreement, any prepaid, unearned fees will be promptly refunded. Clients will be liable for any fees earned but not paid at the time of cancelation. The client service agreement will terminate one (1) year from the execution of the service agreement. Additional Financial Planning Service Fees: Fees for any third-party legal estate planning services are in addition to the financial planning fees charged by Eagle Wealth and are collected directly by that third party based on the client’s direct relationship with the third-party estate planning vendor. For the coordination of estate planning services (non-legal), Eagle Wealth may charge a separate fee that is based on the final total value of the estate. Business Planning Services: The fee for business financial planning is charged as a flat dollar amount and generally ranges from $2,500 to $120,000 annually. Additionally, if in his/her dual capacity as a  registered representative of a broker-dealer approved for mergers & acquisition business, the affiliated adviser may be able to charge a commission determined as a percentage of the business’ sale valuation. Eagle Wealth cannot charge a commission for executing a successful sale of the business for purposes of succession or exit. Asset Management: Clients will be charged advisory fees based on an annualized percentage of the value of the assets in the Eagle Wealth account. These fees may be negotiable at the sole discretion of management. Clients will pay a maximum advisory fee according to the following schedule: Value of Account Assets Annual Fee First $500,000 2.00% Next $500,000 1.50% Next $1,000,000 1.25% For example, if a client's account is valued at $1,500,000, the annual fee will be calculated as follows: ($500,000 x 2.00%) + ($500,000 x 1.50%) + ($500,000 x 1.00%). The fee will be assessed and billed quarterly in advance. The fee for any given calendar quarter is debited by the custodian from the client's account at the beginning of the calendar quarter, based on the total portfolio value as of the last business day of the preceding calendar quarter. If the Advisor receives any trailing fees for variable insurance products, they are offset by an exact dollar amount reduction of the client’s fee. The first fee will be billed upon execution of the Agreement and will be based upon the opening value of the account. If the Agreement is executed at any time other than the first day of a calendar quarter, the payment will be prorated. A client will have a period of five (5) business days from the date of the signing the advisory service agreement to unconditionally rescind the agreement and receive a full refund of all fees. Thereafter, a advisory service agreement may be canceled at any time, by either party, for any reason upon receipt of thirty (30) days written notice. Upon termination of an advisory service agreement, any prepaid, unearned fees will be promptly refunded. The amount of compensation received by Eagle Wealth and its Adviser Representatives as a result of a client's participation in the Adviser Advantage program may be more than what Eagle Wealth and its Adviser Representatives would receive if the client paid separately for investment advice, brokerage and other services. Therefore, Eagle Wealth and its Adviser Representatives may have a financial incentive to recommend the Adviser Advantage program over other programs or services. In evaluating the relative cost of the Adviser Advantage program, clients should consider the following: the amount of the portfolio activity in the client's account, the size of a client's account, the nature of the investments to be managed, the broker dealer/Custodian's usual commission rates, custodial expenses, and other factors. A minimum of $25,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Eagle Wealth may group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee. Eagle Wealth charges a minimum fee of $1,000 ($250/quarter) for clients with $100,000 or less of investable assets. Eagle Wealth charges 403(b) Group Plan clients a one-time $500 plan document and adoption fee, and any 403(b) Group Plan with $1,000,000 or less of investable assets is charged an annual Administration fee of $250. Retirement Plan Advisory and Consulting Services Eagle Wealth charges a flat fee for retirement plan advisory services, which varies depending on the type of portfolio strategy. The fees are typically set at 1.0% for tactical equities, 50 bps for models, or 75bps if it’s a blend  of the two. The flat fee is based on assets size but is not tiered. Advisory Referral Services From time to time, Eagle Wealth may enter into agreements with unaffiliated individuals and organizations, to refer clients to Eagle Wealth in exchange for compensation. All such agreements will be in writing and comply with the requirements of Federal or State regulation. If a client is introduced to Eagle Wealth by a solicitor, Eagle Wealth may pay that solicitor a fee. While the specific terms of each agreement may differ, generally, the compensation will be based upon Eagle Wealth’s engagement of new clients and is calculated using a varying percentage of the fees paid to Eagle Wealth by such clients. Any such fee shall be paid solely from Eagle Wealth’s investment management fee and shall not result in any additional charge to the client. General Information Limited Negotiability of Advisory Fees: Although Eagle Wealth has established the aforementioned fee schedule(s), we retain the discretion to negotiate alternative fees on a client-by-client basis. Client facts, circumstances and needs are considered in determining the fee schedule. These include the complexity of the client, assets to be placed under management, anticipated future additional assets; related accounts; portfolio style, account composition, reports, among other factors. The specific annual fee schedule is identified in the contract between the adviser and each client. We may group certain related client accounts for the purposes of achieving the minimum account size requirements and determining the annualized fee. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm. Mutual Fund Fees: All fees paid to Eagle Wealth for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds and/or ETFs to their shareholders. These fees and expenses are described in each fund's prospectus. These fees will generally include a management fee, other fund expenses, and a possible distribution fee. If the fund also imposes sales charges, a client will pay an initial or deferred sales charge. A client could invest in a mutual fund directly, without our services. In that case, the client would not receive the services provided by our firm which are designed, among other things, to assist the client in determining which mutual fund or funds are most appropriate to each client's financial condition and objectives. Accordingly, the client should review both the fees charged by the funds and our fees to fully understand the total amount of fees to be paid by the client and to thereby evaluate the advisory services being provided. Advisory Fees in General: Clients should note that similar advisory services will be available from other registered (or unregistered) investment advisers for similar or lower or higher fees. Also, as previously mentioned, clients are under no obligation to purchase investment products or implement recommendations through Eagle Wealth. The choice of whether to work with Eagle Wealth or other unaffiliated brokers or agents is at the client's discretion. Item 6: Performance-Based Fees and Side-By-Side Management Eagle Wealth does not charge performance-based fees. Item 7: Types of Clients Eagle Wealth provides advisory services to the following types of clients: ■ Individuals (other than high net worth individuals) ■ High net worth individuals ■ Pension and profit-sharing plans (other than plan participants) ■ Corporations or other businesses not listed above ■ Non-profit organizations  As previously disclosed in Item 5, our firm has established certain initial minimum account requirements, based on the nature of the service(s) being provided. For a more detailed understanding of those requirements, please review the disclosures provided in each applicable service. Item 8: Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis We use the following methods of analysis in formulating our investment advice and/or managing client assets: Charting. In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse. Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell). Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock. Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recognize recurring patterns of investor behavior and potentially predict future price movement. Technical analysis does not consider the underlying financial condition of a company. This presents a risk that a poorly managed or financially unsound company may underperform regardless of market movement. Cyclical Analysis. In this type of technical analysis, we measure the movements of a particular stock against the overall market in an attempt to predict the price movement of the security. Quantitative Analysis. We use mathematical models in an attempt to obtain more accurate measurements of a company's quantifiable data, such as the value of a share price or earnings per share and predict changes to that data. A risk in using quantitative analysis is that the models used may be based on assumptions that prove to be incorrect. Qualitative Analysis. We subjectively evaluate non-quantifiable factors such as quality of management, labor relations, and strength of research and development factors not readily subject to measurement and predict changes to share price based on that data. A risk is using qualitative analysis is that our subjective judgment may prove incorrect. Asset Allocation. Rather than focusing primarily on securities selection, we attempt to identify an appropriate ratio of securities, fixed income, and cash suitable to the client's investment goals and risk tolerance. A risk of asset allocation is that the client may not participate in sharp increases in a particular security, industry or market sector. Another risk is that the ratio of securities, fixed income, and cash will change over time due to stock and market movements and, if not corrected, will no longer be appropriate for the client's goals. Mutual Fund and/or ETF Analysis. We look at the experience and track record of the manager of the mutual fund or ETF in an attempt to determine if that manager has demonstrated an ability to invest over a period of time and in different economic conditions. We also look at the underlying assets in a mutual fund or ETF in an attempt to determine if there is significant overlap in the underlying investments held in another fund(s) in the client's portfolio. We also monitor the funds or ETFs in an attempt to determine if they are continuing to follow their stated investment strategy.  A risk of mutual fund and/or ETF analysis is that, as in all securities investments, past performance does not guarantee future results. A manager who has been successful may not be able to replicate that success in the future. In addition, as we do not control the underlying investments in a fund or ETF, managers of different funds held by the client may purchase the same security, increasing the risk to the client if that security were to fall in value. There is also a risk that a manager may deviate from the stated investment mandate or strategy of the fund or ETF, which could make the holding(s) less suitable for the client's portfolio. Risks for all forms of analysis. Our securities analysis methods rely on the assumption that the companies whose securities we purchase and sell, the rating agencies that review these securities, and other publicly-available sources of information about these securities, are providing accurate and unbiased data. While we are alert to indications that data may be incorrect, there is always a risk that our analysis may be compromised by inaccurate or misleading information. Investment Strategies We use the following strategy(ies) in managing client accounts, provided that such strategy(ies) are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations: Long-term purchases. We purchase securities with the idea of holding them in the client's account for a year or longer. Typically, we employ this strategy when: • We believe the securities to be currently undervalued, and/or • We want exposure to a particular asset class over time, regardless of the current projection for this class. A risk in a long-term purchase strategy is that by holding the security for this length of time, we may not take advantage of short-term gains that could be profitable to a client. Moreover, if our predictions are incorrect, a security may decline sharply in value before we make the decision to sell. Short-term purchases. When utilizing this strategy, we purchase securities with the idea of selling them within a relatively short time (typically a year or less). We do this in an attempt to take advantage of conditions that we believe will soon result in a price swing in the securities we purchase. Risks in a short-term purchase strategy could include increased brokerage costs (depending on your account type) which would diminish gains or increase losses, and increased taxes from realized short term capital gains. Another risk is selling high performing securities to capture some gains but missing out on the additional appreciation of a consistently performing asset had we used a long-term strategy. Risk of Loss Securities investments are not guaranteed, and clients may lose money on their investments, including their principal. Past performance is no guarantee of future results. We ask that clients work with us to help us understand their tolerance for risk. Depending on the type of securities selected, some additional risk factors (below) could become relevant and should be discussed with the Advisory Associate. Additional Risk Factors Market risk: Risk that can't be mitigated through diversification because an event of great magnitude (such as recession, political turmoil, natural disaster, terrorist attack) has occurred that impacts the markets systemically. Inflation Risk: Risk that an investor may lose some of their purchasing power if the investment does not outpace inflation. This can be an issue for “safe-haven” instruments like money market funds or treasury bills. Equity Risk: Risk that shares of stock, which have no guaranteed returns, could decline in value based on low demand, business challenges or broader economic factors. Also, if a company becomes insolvent for whatever reason, common stockholders have a low priority claim on remaining assets after secured credit holders, subordinated bondholders and preferred stockholders.  Liquidity Risk: Risk of loss from inability to liquidate shares promptly at a desirable price. Some investments, such as interval funds, have limited quarterly liquidity windows, while other investments might be in low demand. Alternative investments, such as non-traded REITs, are often entirely illiquid for 5 years or more until a single liquidity event occurs. Interest Rate Risk: Risk that interest rates could rise, making a currently held bond with a lower interest rate less valuable to a prospective buyer because higher rates are readily available. Longevity Risk: Risk that an investor, especially a retiree, will outlive their investment income. Currency Risk: Risk that an overseas investment will fluctuate as a result of the exchange rate between the US dollar and the currency of the country where the asset is held. Time Horizon Risk: Risk that an investor may face an unexpected change to their planned time horizon, such as a disability, job loss, divorce, etc. Default Risk: Risk that a bond issuer will become insolvent and default on their obligation to make interest payments to debtholders/investors. Item 9: Disciplinary Information We are required to disclose any legal or disciplinary events that are material to a client's or prospective client's evaluation of our advisory business or the integrity of our management. Eagle Wealth has no such disciplinary events to disclose. Item 10: Other Financial Industry Activities and Affiliations Advisory Associates who are properly licensed also sell insurance, real estate, prepare income tax returns, consult on pension and other qualified plans, and provide accounting services. Some of Eagle Wealth's Advisory Associates may also be licensed as lawyers, and as lawyers, may provide legal advice. As such, these individuals are able to receive separate, yet customary compensation resulting from implementing product transactions or providing services on behalf of advisory clients. Clients, however, are not under any obligation to engage these individuals when considering the implementation of advisory recommendations. The implementation of any or all recommendations is solely at the discretion of the client. Item 11: Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Our firm has adopted a Code of Ethics which sets forth high ethical standards of business conduct that we require of our Advisers, including compliance with applicable federal securities laws. Eagle Wealth and our personnel owe a duty of loyalty, fairness and good faith towards our clients, and have an obligation to adhere not only to the specific provisions of the Code of Ethics but to the general principles that guide the Code. Our Code of Ethics includes policies and procedures for the review of quarterly securities transactions reports as well as initial and annual securities holdings reports that must be submitted by the firm's Advisers. Among other things, our Code of Ethics also requires the prior approval of any acquisition of securities in an initial public offering. Our code also provides for oversight, enforcement and recordkeeping provisions. Eagle Wealth's Code of Ethics further includes the firm's policy prohibiting the use of material non-public information. While we do not believe that we have any particular access to non-public information, all Advisers are reminded that such information may not be used in a personal or professional capacity. A copy of our Code of Ethics is available to our advisory clients and prospective clients. You may request a copy by email sent to JoAnn@EagleWealthInc.com or by calling us at (661) 257-9800.  Our Code of Ethics is designed to assure that the personal securities transactions, activities and interests of our Advisers will not interfere with (i) making decisions in the best interest of advisory clients and (ii) implementing such decisions while, at the same time, allowing Advisers to invest for their own accounts. Our firm and/or individuals associated with our firm may buy or sell for their personal accounts securities identical to or different from those recommended to our clients. In addition, any related person(s) may have an interest or position in a certain security(ies) which may also be recommended to a client. It is the expressed policy of our firm that no Adviser may purchase or sell any security prior to a transaction(s) being implemented for an advisory account, thereby preventing such Advisers from benefiting from transactions placed on behalf of advisory accounts. As disclosed in the preceding section of this Brochure (Item 10), related persons of our firm may or may not be separately registered as securities representatives of a broker-dealer and/or licensed as an insurance agent/broker of various insurance companies. Please refer to Item 10 for a detailed explanation of these relationships and important conflict of interest disclosures. Item 12: Brokerage Practices Eagle Wealth does not have any soft-dollar arrangements and does not receive any soft-dollar benefits for directing trades to brokers. We do not request or accept the discretionary authority to determine the broker dealer/Custodian to be used or the commission rates to be paid by client accounts. Clients must direct Eagle Wealth as to the broker-dealer/custodian to be used in connection with our advisory services. Clients should be aware that best execution and lower commissions may not necessarily be achieved if recommended transactions are placed through Eagle Wealth, which could result in higher costs for the client. Schwab Adviser Services Disclosures – Choice of Custodian & Benefits Brokerage and Custody Costs For our clients’ accounts that Schwab maintains, Schwab generally does not charge you separately for custody services but is compensated by charging you commissions or other fees on trades that it executes or that settle into your Schwab account. Certain trades (e.g., mutual funds or ETFs) do not incur Schwab commissions or transaction fees. Schwab is also compensated by earning interest on the uninvested cash in your account in Schwab’s Cash Features Program. For some accounts, Schwab charges you a percentage of the dollar amount of assets in the account in lieu of commissions. In addition to commissions and asset-based fees, Schwab would charge you a flat dollar amount as a “prime broker” or “trade away” fee for each trade that, if applicable, a TPAM executes for our clients at a different broker- dealer, but where securities bought or the funds from securities sold are deposited (settled) into your Schwab account. These fees would be in addition the commissions or other compensation you pay the executing broker-dealer. Because of this, in order to minimize your trading costs, we seek and encourage you and your IAR to execute trading costs through the Schwab (or other custodians that you may utilize as part of Eagle Wealth’s service). Trading away can sacrifice best execution and incur additional costs from the other firm, as well as fees from our custodians to transfer in those positions. Products and Services Available to Us From Schwab Schwab Adviser ServicesTM serves independent investment advisory firms like Eagle Wealth. They provide our clients with access to their institutional brokerage services (trading, custody, reporting and related services), many of which are not available to Schwab retail customers. However, certain retail investors may be able to get institutional brokerage services from Schwab without going through us. Schwab also makes available various support services. Some of those services help us manage and grow our business. Schwab’s support services are generally available on an unsolicited business (Eagle Wealth does not have to request them) and at no cost to us. The following material provides a more detailed description of Schwab support services. Services that benefit you.  Schwab institutional brokerage services include access to a broad range of investment products, execution of securities transactions and custody of client assets. The investment products made available through Schwab include some of which you might not otherwise have access to or that would require a significantly higher minimum initial investment by our clients. Schwab’s services described in this paragraph generally benefit you and your account. Service that do not directly benefit you. Schwab also makes available other products and services that benefit us but do not directly benefit you and or your account. These products and services assist us in managing and administering our clients’ accounts and operating our firm. They include investment research, both Schwab’s own and that of 3rd parties. We use this research to service all or a substantial number of our clients’ accounts, including accounts not maintained in Schwab. In addition to investment research, Schwab also makes available software and other technology that: ● Provide access to client account data (such as duplicate trade confirmations and account statements) ● Facilitate trade execution and allocate aggregated trade orders for multiple client accounts ● Provide pricing and other market data ● Facilitate payment of our fees from other clients’ accounts ● Assist with back-office functions, recordkeeping, and client reporting We do not open accounts for you, although we may assist you in doing so. To the extent that your account is maintained at Schwab (or any other Eagle Wealth’s other custodians for that matter), and most trades may occur through Schwab or such other designated custodian, such custodians have the ability to use other brokers to execute trades for your account. Your Brokerage and Custody Costs For our client’s accounts that Schwab maintains, Schwab generally does not charge you separately for custody services but is compensated by charging you commissions or other fees on trades that it executes or that settle into your Schwab account. Certain trades (for example, mutual funds and ETDs) do not incur Schwab commissions or transaction fees. Schwab is also compensated by earning interest on the uninvested cash in your account in Schwab’s Cash Features Program. For some accounts, Schwab charges you a percentage of the dollar amount of the assets in the account in lieu of commissions. Services that generally benefit only us. Schwab also offers other service intended to help us manage and further develop our business enterprise. They services include: ● Educational conference and events; ● Consulting on technology and business needs; ● Consulting on legal and compliance-related needs; ● Publications and conferences on practice management and business succession; ● Access to employee benefits providers, human capital consultants and insurance providers; and ● Marketing consulting and support. Eagle Wealth intends to use the benefit to covers some of the costs of its annual sales and due diligence conference for our investment advisory personnel and supervised persons. This is being included as a conflict of interest. It serves as an incentive to use Schwab over other custodians. At the same time, Eagle Wealth included a disclosure that Eagle Wealth obtains financial benefit when Eagle Wealth or its personnel invite product providers, such as a mutual fund company, insurance company and private offering sponsor, to a meal, educational or entertainment events, and they pay the bills for such events. Schwab provides some of these services itself. In other cases, it will arrange for 3rd party vendors to provide the services to us. Schwab also discounts or waives its fees for some of these services or pays all or part of the 3rd party fees. Schwab may also provide us with other benefits, such as occasional business entertainment for our  personnel. Our interest in Schwab’s services, as well as the service of other Custodians. The availability of these services from Schwab benefits us because we do not have to produce or purchase them. We don’t have to pay for Schwab’s ancillary services. Schwab has also agreed to pay for certain technology, research, marketing, and compliance consulting products and services on our behalf. The fact that we receive these benefits from Schwab is an incentive for us to recommend/request the use of Schwab rather than making such a decision based exclusively on your interest in receiving the best value in custody services and the most favorable execution of your transactions. This is a conflict of interest. We believe, however, that taken in the aggregate, whichever custodian we use, our selection of the custodians, whether Schwab or otherwise, as custodian and broker is driven by the Best Interest of our clients. Our selection is primarily supported by the scope, quality, and price of custodian’s services and not service that benefit only us. Block Trading Procedures for Investment Supervisory Services Eagle Wealth will execute trades as a block (“block trades”) where possible and when advantageous to clients. This blocking of trades permits the trading of aggregate blocks of securities composed of assets from multiple client accounts, so long as transaction costs are shared equally and on a pro-rated basis between all accounts included in any such block. Block trading may allow us to execute equity trades in a timelier, more equitable manner, at an average share price. Eagle Wealth will typically aggregate trades among clients whose accounts can be traded at a given broker to receive the same average price. Eagle Wealth's block trading policy and procedures are as follows: 1) Transactions for any client account may not be aggregated for execution if the practice is prohibited by or inconsistent with the client's Advisory Services Agreement with Eagle Wealth, or our firm's order allocation policy. 2) The trading desk in concert with the portfolio manager must determine that the purchase or sale of the particular security involved is appropriate for the client and consistent with the client's investment objectives and with any investment guidelines or restrictions applicable to the client's account. 3) The portfolio manager must reasonably believe that the order aggregation will benefit, and will enable Eagle Wealth to seek best execution for each client participating in the aggregated order. This requires a good faith judgment at the time the order is placed for the execution. It does not mean that the determination made in advance of the transaction must always prove to have been correct in the light of a "20-20 hindsight" perspective. Best execution includes the duty to seek the best quality of execution, as well as the best net price. Prior to entry of an aggregated order, a written order ticket must be completed (through the 4) Custodial execution platform) which identifies each client account participating in the order and the proposed allocation of the order, upon completion, to those clients. If the order cannot be executed in full at the same price or time, the securities actually purchased 5) or sold by the close of each business day must be allocated pro rata among the participating client accounts in accordance with the initial order ticket or other written statement of allocation. However, adjustments to this pro rata allocation may be made to participating client accounts in accordance with the initial order ticket or other written statement of allocation. Furthermore, adjustments to this pro rata allocation may be made to avoid having odd amounts of shares held in any client account, or to avoid excessive ticket charges in smaller accounts. Generally, each client that participates in the aggregated order must do so at the average price for 6) all separate transactions made to fill the order, and must share in the commissions on a pro rata basis in proportion to the client's participation. Under the client's agreement with the custodian/broker, transaction costs may be based on the number of shares traded for each client.  7) If the order will be allocated in a manner other than that stated in the initial statement of allocation, a written explanation of the change must be provided to and approved by the Chief Compliance Officer no later than the morning following the execution of the aggregate trade. Eagle Wealth's client account records separately reflect, for each account in which the aggregated 8) transaction occurred, the securities which are held by, and bought and sold for, that account. Funds and securities for aggregated orders are clearly identified on Eagle Wealth's records and to 9) the broker-dealers or other intermediaries handling the transactions, by the appropriate account numbers for each participating client. 10) No client or account will be favored over another. Item 13: Review of Accounts Reviewers: Generally, the supervision of activity on behalf of Eagle Wealth is by the Chief Compliance Officer where advisory services are conducted. Specific client reviews are conducted by the Advisory Associate assigned to the account. Reviews: Reviews vary according to the type of advisory services contracted for. The primary reviewer is the Advisory Associate assigned to the account. The Chief Compliance Officer or his/her appointee may conduct secondary reviews. The following list provides a general overview of the reviews conducted for each specified service: Financial Planning Services Reviews: While reviews may occur at different stages depending on the nature and terms of the specific engagement, typically no formal reviews will be conducted for Financial Planning clients unless otherwise contracted for. Reports: Financial Planning clients will receive a completed financial plan or analysis as contracted for. Additional reports will not typically be provided unless otherwise contracted for. Asset Management Reviews: While the underlying securities within Individual Portfolio Management Services accounts are continually monitored, these accounts are reviewed at least quarterly. Accounts are reviewed in the context of each client's stated investment objectives and guidelines. More frequent reviews may be triggered by material changes in variables such as the client's individual circumstances, or the market, political or economic environment. The primary reviewers for these accounts are the Advisory Associate assigned to the account. Statements: Statements are prepared at least quarterly by the custodian. Monthly statements and confirmations are sent whenever there is activity in the account. Eagle Wealth does not typically provide any additional statements unless otherwise contracted for. Some Advisory Associates may offer clients additional reports as agreed upon in advance of clients entering into the advisory agreement with our firm. Clients should consult with their Advisory Associates for additional details. Item 14: Client Referrals and Other Compensation Client Referrals Our firm may pay referral fees to independent persons or firms ("Solicitors") for introducing clients to us. Whenever we pay a referral fee, we require the Solicitor to provide the prospective client with a copy of this Firm Brochure and a separate disclosure statement that includes the following information: ■ the Solicitor's name and relationship with our firm;  ■ the fact that the Solicitor is being paid a referral fee; ■ the amount of the fee; and ■ whether the fee paid to us by the client will be increased above our normal fees in order to compensate the Solicitor. As a matter of firm practice, the advisory fees paid to us by clients referred by solicitors are not increased as a result of any referral. It is Eagle Wealth's policy not to accept or allow our related persons to accept any form of compensation, including cash, sales awards or other prizes, from a non-client in conjunction with the advisory services we provide to our clients. Other Compensation Eagle Wealth receives economic benefits from third parties other than clients (such as custodians, investment product issuers) when providing advisory services. This additional revenue, distribution and marketing support, Advisory Associate training, and technology creates conflicts of interest. A detailed explanation of these arrangements and how we manage the conflicts can be found in Item 12: Brokerage Practices. Item 15: Custody We previously disclosed in the "Fees and Compensation" section (Item 5) of this Brochure that our firm directly debits advisory fees from client accounts, which means the Firm constructive custody. As part of this billing process, Eagle Wealth will notify the custodian, Schwab, of the amount of the fee to be deducted from that client's account. Eagle Wealth clients will have the fee calculated and deducted automatically by the Custodian. On at least a quarterly basis, the custodian is required to send to the client a statement showing all transactions within the account during the reporting period. It is important for clients to carefully review their custodial statements to verify the accuracy of the fee calculation, among other things. Clients should contact us directly if they believe that there may be an error in their statement. Item 16: Investment Discretion Clients may hire us to provide discretionary asset management services, in which case we place trades in a client's account without contacting the client prior to each trade to obtain the client's permission. Our discretionary authority includes the ability to do the following without contacting the client: ■ determine the security to buy or sell; and/or ■ determine the amount of the security to buy or sell; and/or ■ determine the time and price of the security to buy or sell. Clients give us discretionary authority when they sign a discretionary agreement with our firm, and may limit the different components of this authority by giving us written instructions. Clients may also change/amend such limitations by once again providing us with written instructions. Item 17: Voting Client Securities As a matter of firm policy, we do not vote proxies on behalf of clients. Therefore, although our firm may provide investment advisory services relative to client investment assets, clients maintain exclusive responsibility for: (1) directing the manner in which proxies solicited by issuers of securities beneficially owned by the client shall be voted, and (2) making all elections relative to any mergers, acquisitions, tender offers, bankruptcy proceedings or other type events pertaining to the client's investment assets. Clients are responsible for instructing each  custodian of the assets, to forward to the client copies of all proxies and shareholder communications relating to the client's investment assets. We may provide clients with consulting assistance regarding proxy issues if they contact us with questions at our principal place of business. Item 18: Financial Information Under no circumstances do we require or solicit payment of fees in excess of $1200 per client for services to be performed six months or more in the future. Therefore, we are not required to include a balance sheet for our most recent fiscal year. Eagle Wealth has no need to report a financial condition that is reasonably likely to currently impair their ability to meet contractual obligations.  Eagle Wealth Management Group Inc. Form ADV Part 2B Firm Brochure Supplement 10815 Sikes Place Suite 320 Charlotte, NC 28277 800-818-0301 1930 Abbott St. Suite 304 Charlotte, NC 28203 800-818-0301 28212 Kelly Johnson Parkway Suite 175 Valencia, CA 91355 661-257-9800 Facsimile: (661) 257-9805 Email: JoAnn K. Eagle, Chief Compliance Officer JoAnn@EagleWealthInc.com March 2026 This brochure supplement provides information about certain investment advisor representatives that supplements the Eagle Wealth Management Group Inc.’s brochure. You should have received a copy of that brochure. Please contact JoAnn K. Eagle, Chief Compliance Officer if you did not receive the Eagle Wealth Management Group Inc.’s brochure or if you have any questions about the contents of this supplement. Additional information about these employees are available on the SEC’s website at www.adviserinfo.sec.gov.  Douglas R. Eagle, Jr. Date of Birth: 1968 Educational Background: ● Hope International University, 1989 – 1991, Business Major, No Degree Business Experience: ● 7//24/2023 – Present Eagle Wealth Management Group Inc., Owner, CEO and Advisor ● 5/2004 – 7/24/2023 Eagle Retirement Plans (Crown Capital Securities), Advisor ● 3/2000 – 6/2024 Mutual Service Corporation, Registered Principal Disciplinary Information: None Other Business Activities: Doug is a Registered Representative of an unaffiliated registered broker/dealer firm, member of FINRA and SIPC. This affiliation creates limited potential material conflicts of interest for advisory clients as his commissions are customary and competitive for the marketplace. However, brokerage services may be available elsewhere at a lower cost. At no time is any client obligated to purchase securities through Doug. In addition to being an investment advisor representative of Eagle Wealth Management, Inc., Doug is licensed as an independent insurance agent. Doug also owns and operates DR Eagle Insurance Agency. As an investment advisor representative of Eagle Wealth Management, Inc., Doug may make recommendations on insurance products and may also, as an independent insurance agent, sell those recommended insurance products to advisory clients. Doug is not registered, nor does he have an application pending to register, as a broker/dealer, and he is not a registered or associated person of a futures commission merchant, commodity pool operator, or commodity trading adviser. Doug is not involved in any additional investment-related business activities that provide a substantial source of his income or involve a substantial amount of his time. Additional Compensation: When such brokerage and/or insurance recommendations or sales are made, a conflict of interest exists as Doug may earn commissions for the sale of those products, which may create an incentive to recommend such products. Eagle Wealth Management, Inc. requires that Doug disclose this conflict of interest when such recommendations are made. Also, Eagle Wealth Management, Inc. requires him to disclose that advisory clients may purchase recommended insurance products from other insurance agents not affiliated with Eagle Wealth Management, Inc. Supervision: Douglas R. Eagle is supervised by JoAnn K. Eagle, CCO. She reviews Mr. Eagle’s work through frequent office interactions as well as remote interactions. She also reviews Mr. Eagle’s activities through our client relationship management system. JoAnn K. Eagle’s contact information: PHONE: 661-257-9800 EMAIL: JoAnn@EagleWealthInc.com  Jordan D. Eagle, CFP Date of Birth: 1993 Educational Background: ● California State University, Northridge, 2012 - 2016, Bachelor of Science, Finance Business Experience: ● 7/24/2023 – Present Eagle Wealth Management Group Inc., Advisor ● 7/2014 – 7/24/2023 Eagle Retirement Plans (Crown Capital Securities), Advisor Professional Designations: Designation Name: CFP® – Certified Financial Planner Jordan is certified for financial planning services in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, he may refer to himself as a CERTIFIED FINANCIAL PLANNER™ professional or a CFP® professional, and he may use these and CFP Board’s other certification marks (the “CFP® Board Certification Marks”). The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.CFP.net. CFP® professionals have met CFP® Board’s high standards for education, examination, experience, and ethics. Disciplinary Information: None Other Business Activities: Jordan is a Registered Representative of an unaffiliated registered broker/dealer firm, member of FINRA and SIPC. This affiliation creates limited potential material conflicts of interest for advisory clients as his commissions are customary and competitive for the marketplace. However, brokerage services may be available elsewhere at a lower cost. At no time is a client obligated to purchase securities through Jordan. In addition to being an investment advisor representative of Eagle Wealth Management, Inc., Jordan is licensed as an independent insurance agent. As an investment advisor representative of Eagle Wealth Management, Inc., Jordan may make recommendations on insurance products and may also, as an independent insurance agent, sell those recommended insurance products to advisory clients. Jordan is not registered, nor does he have an application pending to register, as a broker/dealer, and he is not a registered or associated person of a futures commission merchant, commodity pool operator, or commodity trading adviser. Jordan is not involved in any additional investment-related business activities that provide a substantial source of his income or involve a substantial amount of his time. Additional Compensation: When such brokerage and/or insurance recommendations or sales are made, a conflict of interest exists as Jordan may earn commissions for the sale of those products, which may create an incentive to recommend such products. Eagle Wealth Management, Inc. requires that Jordan disclose this conflict of interest when such recommendations are made. Also, Eagle Wealth Management, Inc. requires him to disclose that advisory clients may purchase recommended insurance products from other insurance agents not affiliated with Eagle Wealth Management, Inc. Supervision: Jordan Eagle is supervised by JoAnn K. Eagle, CCO. She reviews Mr. Eagle’s work through frequent office interactions as well as remote interactions. She also reviews Mr. Eagle’s activities through our client relationship management system. JoAnn K. Eagle’s contact information: PHONE: 661-257-9800  EMAIL: JoAnn@EagleWealthInc.com Jared P. Audette Date of Birth: 1983 Educational Background: ● Coastal Carolina University, 2004 - 2008, Bachelor of Arts, Communication & Business Business Experience: Abiding Wealth Advisors, Financial Advisor ● 10/2023 – Present Eagle Wealth Management Group Inc., Advisor ● 6/2011 – Present ● 6/2011 – 10/2023 Crown Capital Securities, Registered Representative ● 8/2010 – 6/2011 Woodbury Financial, Advisor Professional Designations: None Disciplinary Information: None Other Business Activities: Jared is a Registered Representative of an unaffiliated registered broker/dealer firm, member of FINRA and SIPC. This affiliation creates limited potential material conflicts of interest for advisory clients as his commissions are customary and competitive for the marketplace. However, brokerage services may be available elsewhere at a lower cost. At no time is a client obligated to purchase securities through Jared. In addition to being an investment advisor representative of Eagle Wealth Management, Inc., Jared is licensed as an independent insurance agent. As an investment advisor representative of Eagle Wealth Management, Inc., Jared may make recommendations on insurance products and may also, as an independent insurance agent, sell those recommended insurance products to advisory clients. Jared is not registered, nor does he have an application pending to register, as a broker/dealer, and he is not a registered or associated person of a futures commission merchant, commodity pool operator, or commodity trading adviser. Jared is not involved in any additional investment-related business activities that provide a substantial source of his income or involve a substantial amount of his time. Additional Compensation: When such brokerage and/or insurance recommendations or sales are made, a conflict of interest exists as Jared may earn commissions for the sale of those products, which may create an incentive to recommend such products. Eagle Wealth Management, Inc. requires that Jared disclose this conflict of interest when such recommendations are made. Also, Eagle Wealth Management, Inc. requires him to disclose that advisory clients may purchase recommended insurance products from other insurance agents not affiliated with Eagle Wealth Management, Inc. Supervision: Jared Audette is supervised by JoAnn K. Eagle, CCO. She reviews Mr. Audette’s work through frequent office interactions as well as remote interactions. She also reviews Mr. Audette’s activities through our client relationship management system. JoAnn K. Eagle’s contact information: PHONE: 661-257-9800 EMAIL: JoAnn@EagleWealthInc.com  Shane Snively Date of Birth: 1971 Educational Background: ● The Ohio State University, 1991 – 1996, Associate of Arts, Sociology ● Fayetteville State University, 8/1996 – 8/1999, Bachelor of Arts, Sociology ● Webster University, 8/1999 – 8/2000, Master in Business Administration Business Experience: ● 10/2023 – Present Eagle Wealth Management Group Inc., Advisor ● 10/2009 – Present Abiding Wealth Advisors, Financial Advisor ● 7/2009 – 10/2023 Crown Capital Securities, Registered Representative ● 2/2007 – 10/2009 Sterling Monroe Securities, Registered Representative ● 2/2007 – 10/2009 Consolidated Portfolio Review, Advisor Professional Designations: Designation Name: RFC – Registered Financial Consultant Registered Financial Consultant is a professional designation awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who meet high standards of education, experience and integrity. Prerequisites for the RFC designation are, MUST: ● Have a baccalaureate or graduate degree in financial planning or services with strong emphasis on subjects relating to economic, accounting, business, statistics, finance, and similar studies, or ● Have earned one of the following professional degrees or designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, JD, or ● Have completed an IARFC or CFP approved curriculum at an accredited college or university ● Meet local licensing requirements for securities, life and health insurance; or ● Operate as a fee-only planner and, if not licensed, must submit information on the applicant's registered investment advisor or investment advisor affiliations or business conduct procedures ● Have a sound record of business integrity with no suspension or revocation of any profession licenses ● Subscribe and adhere to the RFC Code of Ethics ● Agree to devote a minimum of 40 hours per year of professional continuing education in the field of personal finance and professional practice management ● Annually attest to the continued compliance and operation of the RFC Code of Ethics. Disciplinary Information: None Other Business Activities: Abiding Wealth Advisors LLC: Start date 10/2009. As CEO/CFO, Managing Partner and 50% owner, I devote 160 hours per month to this activity. Duties include: Manage business operations, oversee marketing, controls and recruiting, manage insurance business, licensing, contracting, compliance, training programs and investment platforms. Insurance contracts, accounting, bookkeeping, marketing & managing insurance agents, this is also the DBA for my securities and advisory business. Shane is a Registered Representative of an unaffiliated registered broker/dealer firm, member of FINRA and SIPC. This affiliation creates limited potential material conflicts of interest for advisory clients as his commissions are customary and competitive for the marketplace. However, brokerage services may be available elsewhere at a lower cost. At no time is a client obligated to purchase securities through Shane. In addition to being an investment advisor representative of Eagle Wealth Management, Inc., Shane is licensed as an independent insurance agent. As an investment advisor representative of Eagle Wealth Management, Inc., Shane may make recommendations on insurance products and may also, as an independent insurance agent, sell  those recommended insurance products to advisory clients. Shane is not registered, nor does he have an application pending to register, as a broker/dealer, and he is not a registered or associated person of a futures commission merchant, commodity pool operator, or commodity trading adviser. Shane is not involved in any additional investment-related business activities that provide a substantial source of his income or involve a substantial amount of his time. Additional Compensation: When such brokerage and/or insurance recommendations or sales are made, a conflict of interest exists as Shane may earn commissions for the sale of those products, which may create an incentive to recommend such products. Eagle Wealth Management, Inc. requires that Shane disclose this conflict of interest when such recommendations are made. Also, Eagle Wealth Management, Inc. requires him to disclose that advisory clients may purchase recommended insurance products from other insurance agents not affiliated with Eagle Wealth Management, Inc. Supervision: Shane Snively is supervised by JoAnn K. Eagle, CCO. She reviews Mr. Snively’s work through frequent office interactions as well as remote interactions. She also reviews Mr. Snively’s activities through our client relationship management system. JoAnn K. Eagle’s contact information: PHONE: 661-257-9800 EMAIL: JoAnn@EagleWealthInc.com  Randall Newton Date of Birth: 1970 Educational Background: ● Appalachian State University, 1988 – 1992, Bachelor of Science, Accounting Business Experience: ● 12/2023 – Present Eagle Wealth Management Group Inc., Advisor ● 05/2019 – Present Abiding Wealth Advisors, Financial Advisor ● 04/2018 – Present Accounting Solutions USA dba Lodestar Texas, Chief Financial Officer ● 03/1999 – Present NewtonCPA PLLC, President and CPA ● 7/2011 – 12/2023 Crown Capital Securities, Registered Representative Professional Designations: Designation Name: CPA – Certified Public Accountant Accredited Sponsor: North Carolina State Board of CPA Examiners Date Earned: 5/1998 CPA - Certified Public Accountant CPAs are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education, experience and testing requirements for licensure as a CPA generally include minimum college education (typically 150 credit hours with at least a baccalaureate degree and a concentration in accounting), minimum experience levels (most states require at least one year of experience providing services that involve the use of accounting, attestation, compilation, management advisory, financial advisory, tax or consulting skills, all of which must be achieved under the supervision of or verification by a CPA), and successful passage of the Uniform CPA Examination. In order to maintain a CPA license, states generally require the completion of 40 hours of continuing professional education (CPE) each year (or 80 hours over a two-year period or 120 hours over a three-year period). Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality, disclose to the client any commission or referral fees, and serve the public interest when providing financial services. The vast majority of state boards of accountancy have adopted the AICPA's Code of Professional Conduct within their state accountancy laws or have created their own. Disciplinary Information: None Other Business Activities: Investment Related: Randy is an Independent Contractor with Abiding Wealth Advisors, LLC where his duties are to provide financial planning, consulting and retirement planning. This affiliation creates limited potential material conflicts of interest for advisory clients as commissions paid are customary and competitive for the marketplace. However, brokerage services may be available elsewhere at a lower cost. At no time is any client obligated to purchase securities through Randy. Randy receives no additional economic benefits that could create a material conflict of interest that are not included above. Non-Investment Related: In addition to being an investment advisor representative of Eagle Wealth, Randy is involved in the following non-investment related business activities that provide a substantial source of his income or involve a substantial amount of his time. Description: Insurance Sales Position: Independent Insurance Agent for Life products  Conflict of Interest: As an investment advisor representative of Eagle Wealth, Randy may make recommendations on insurance products and may also, as an independent insurance agent, sell those recommended insurance products to advisory clients. When such recommendations or sales are made, a conflict of interest exists as Randy may earn commissions for the sale of those products, which may create an incentive to recommend such products. Eagle Wealth requires that Randy disclose this conflict of interest when such recommendations are made. Also, Eagle Wealth requires him to disclose that advisory clients may purchase recommended insurance products from other insurance agents not affiliated with Eagle Wealth. Description: NewtonCPA PLLC Position: CPA and President Conflict of Interest: N/A Description: Accounting Solutions USA LLC dba Lodestar Tax and Accounting Position: Owner, Chief Financial Officer Conflict of Interest: N/A Randy is not registered, nor does he have an application pending to register, as a broker/dealer, and he is not a registered or associated person of a futures commission merchant, commodity pool operator, or commodity trading adviser. Randy is not involved in any additional investment-related business activities that provide a substantial source of his income or involve a substantial amount of his time. Additional Compensation: When such brokerage and/or insurance recommendations or sales are made, a conflict of interest exists as Shane may earn commissions for the sale of those products, which may create an incentive to recommend such products. Eagle Wealth Management, Inc. requires that Shane disclose this conflict of interest when such recommendations are made. Also, Eagle Wealth Management, Inc. requires him to disclose that advisory clients may purchase recommended insurance products from other insurance agents not affiliated with Eagle Wealth Management, Inc. Supervision: Randall Newton is supervised by JoAnn K. Eagle, CCO. She reviews Mr. Newton’s work through frequent office interactions as well as remote interactions. She also reviews Mr. Newton’s activities through our client relationship management system. JoAnn K. Eagle’s contact information: PHONE: 661-257-9800 EMAIL: JoAnn@EagleWealthInc.com