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5473 Blair Road Ste 100, Pmb 11701, Dallas, TX 75231-4227 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
Branch Locations
5473 Blair Road Ste. 100, Pmb 11701, Dallas, TX 75231-4227 • United States
8520 Allison Pointe Blvd Ste 223 Pmb 33259, Indianapolis, IN 46250-4299 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED | 2024-04-26 |
| CA | RA | APPROVED | 2024-03-08 |
| IN | RA | APPROVED | 2024-02-26 |
Branch Locations
8520 Allison Pointe Blvd Ste 223 Pmb 33259, Indianapolis, IN 46250-4299 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envision Capital Management Group | Bloomington | IN | 03/2018 | 03/2020 |
| Eagle Investors Llc | Indianapolis | IN | 11/2023 | Present |
| Kumon Institute Of Education Co. Ltd. | Dayton | OH | 08/2013 | 02/2018 |
| Eagle Investors Llc | Indianapolis | IN | 05/2019 | 11/2023 |
| Envision Capital Management Group | Bloomington | IN | 03/2020 | 09/2025 |
| Eagle Guardian Advisors Llc | Dallas | TX | 03/2025 | Present |
| Summit Impact Trust | Dallas | TX | 03/2025 | Present |
| Eagle Horizon Ventures Llc | Sheridan | WY | 03/2025 | Present |
| Forgelab Innovations, Llc | Plant City | FL | 07/2025 | Present |
1. FORGELAB INNOVATIONS, LLC Investment-Related: No Address: 1808 Turkey Creek Road, Plant City, FL 33566 Nature of Business: Technology development, product innovation, and incubation of non-investment-related ventures. Your Position: Principal Engineer Title/Relationship: Owner Start Date: 07/2025 Hours/Month: Approx. 40 hours/month Hours During Securities Trading Hours: Approx. 10 hours/month Brief Duties: Founder & Principal Engineer overseeing prototyping and development of defense technologies, including advanced composites and AI-driven hardware systems. Responsible for company operations, compliance, and strategic partnerships. 2. Eagle Horizon Ventures LLC Investment-Related: No Address: 30 N Gould St Ste R, Sheridan, WY 82801, United States Nature of Business: Holding company and venture incubator involved in innovation, and early-stage ventures Your Position: Executive Managing Partner Title/Relationship: Owner and Executive Managing Partner Start Date: 03/2025 Hours/Month: Approx. 20 hours/month Hours During Securities Trading Hours: Approx. 10 hours/month Brief Duties: Strategic oversight, capital deployment, venture incubation, and partnership development across non-investment verticals 3. Summit Impact Trust Investment-Related: No Address: 14755 Preston Rd Ste 105, Dallas, TX 75254, United States Nature of Business: 501(c)(3) nonprofit trust focused on social impact investments and philanthropic grantmaking Your Position: President & Trustee Title/Relationship: Founder and President Start Date: 03/2025 Hours/Month: Approx. 15 hours/month Hours During Securities Trading Hours: Approx. 8 hours/month Brief Duties: Strategic planning, board oversight, program direction, and grant approval processes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-14 |
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