EAGLESTONE WEALTH ADVISORS, INC.
CRD #141014 SEC #801-68116 ROCKVILLE, MD 301-924-2160
SEC Registered
Total AUM
$197.7M
Discretionary
$197.7M
Employees
6
Clients
101
Accounts
417
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| KANTAKEVICH, JOSEPH, WILLIAM | I | DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| LAGER, JOSEPH | I | SHAREHOLDER | NA | |
| MEHTA, TARUN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | NA | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | NA | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| EAGLESTONE TAX & WEALTH ADVISORS, INC. | DE | OWNER | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | PRESIDENT/CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | E | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| WARRING, JAMES, DALE | I | FOUNDER & CEO | D | Control |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| LAGER, JOSEPH | I | SHAREHOLDER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Martin, John, W | I | CHIEF OPERATING OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| Mehta, Tarun | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | |
| MEHTA, TARUN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| WARRING, JAMES, DALE | I | THE JAMES D. WARRING: REVOCABLE TRUST | F | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
| THE JAMES D. WARRING: REVOCABLE TRUST | DE | EAGLESTONE TAX & WEALTH ADVISORS, INC. | D | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (2)
DC MD
Address
1101 WOOTTON PARKWAYSUITE 400
ROCKVILLE, MD 20852
United States
Phone: 301-924-2160