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About Eagle Equity Advisors

Eagle Equity Advisors, LLC (“Eagle”) is a trusted advisor to NexPoint Advisors, L.P. (“NexPoint”) and its retirement solutions platform.  Eagle is integrated across the insurance businesses including NexAnnuity, NexPoint Insurance Solutions, and Spiritus Life.

Eagle Affiliates

ASSETS: $13.9 Billion 1

An investment platform that consists of several SEC-registered investment advisors, sponsors, and a FINRA regulated broker-dealer.  Combined, NexPoint offers a suite of investment vehicles and products across credit, real estate, structured products, equities, and alternatives to institutional and retail clients.

AUM: $16.2 Billion 2

NexBank Capital, Inc. is a Federal Reserve regulated bank holding company of NexBank, a FDIC and Texas Department of Banking regulated bank.  NexBank was acquired in 2004 and its charter dates back to 1922.  NexBank is the largest privately owned bank in Texas.1

ASSETS: $683 Million 3

NexAnnuity Retirement Solutions (“NexAnnuity”), through a group of investment and insurance businesses, offers annuities, insurance services, and investment solutions to clients in the US.  Annuities are offered through The Ohio State Life Insurance Company, whose primary regulator is the Texas Department of Insurance, and was founded in 1906.

1 Based on total assets for banks headquartered and operating in Texas (Source: S&P Global Market Intelligence). As of 12/31/24. 2 Inclusive of NexPoint
Advisors, L.P. and affiliates, based on fee calculation AUM. Note: Financial information as of 12/31/24. 3 NexAnnuity Holdings, Inc. as of 12/31/24.

Our Partners and Affiliates

Eagle Equity has a strong network of partners and affiliates operating across the insurance, financial services, and investment management industries.