The Eideard Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 16, 2026, reports $158M in regulatory assets under management, 3 employees, and 167 accounts.
Assets Under Management
$158M
Employees
3
Offices
--
Total Clients
27
Primary office
BEDFORD, NH
360 ROUTE 101, SUITE 6, BEDFORD, NH, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.6% of total clients.
Top client categories% of clientsClients
1
HNWI
92.6%
25
2
Pooled Investment Vehicles
7.4%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 16, 2026
Discretionary57.1%
$90M
57% of total RAUM57.1%
Non-discretionary42.9%
$68M
43% of total RAUM42.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$158M
Total Accounts167
10Y AUM Change$-420M (-72.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee9:1
10Y Employee Change-7 (-70.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.