Eaglebrook

About

Eaglebrook is an SEC-registered investment advisor and crypto investment platform based in Bethesda, MD, with a presence in Miami, FL. The company provides Registered Investment Advisors (RIAs) with direct access to digital assets like bitcoin and Ethereum through one of the largest Separately Managed Account (SMA) platforms in the crypto market. Founded in 2021, Eaglebrook has partnered with over 70 RIAs and more than 700 financial advisors, emphasizing secure custody through qualified custodians such as Gemini Custody and Anchorage Digital Bank. Eaglebrook's offerings include tax-optimized Bitcoin and Ethereum SMAs, Custom SMAs, and strategies managed by third-party investment managers. The platform allows for direct ownership of various digital assets and features automated tax optimization to help reduce capital gains liability. It also provides seamless onboarding for different account types and supports high-volume digital asset trading, making it a comprehensive solution for RIAs looking to diversify their clients' portfolios with digital assets.