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THE EIDEARD GROUP, LLC
CRD 139834File 801-66396
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$158.1M
Bottom 25% of cohort (national)
Discretionary AUM
$90.3M
Non-discretionary $67.8M
Clients
27
167 accounts
Employees
3
Bottom 25% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 14, 2006
- Principal office
- 360 ROUTE 101, SUITE 6, BEDFORD, NH, 03110
- Phone
- 603-471-9909
- Website
- HTTP://eideardgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $158.1M
- Discretionary AUM
- $90.3M
- Non-discretionary AUM
- $67.8M
- Discretionary accounts
- 77
- Non-discretionary accounts
- 90
- Total accounts
- 167
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $148.5M |
| Pooled investment vehicles | 2 | $3.0M |
| Pension and profit sharing plans | Fewer than 5 | $6.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSETS UNDER ADVISEMENT
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11H1B
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Clients | 23 | 27 | increased by4 |
| Apr 1, 2026 | AUM | $180,851,449 | $158,143,339 | decreased by$22,708,110 |
| Apr 1, 2026 | Accounts | 189 | 167 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 4 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 41 | 23 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $318,712,694 | $180,851,449 | decreased by$137,861,245 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 280 | 189 | decreased by91 |
| Apr 1, 2022 | AUM | $332,123,937 | $318,712,694 | decreased by$13,411,243 |
| Apr 1, 2022 | Accounts | 299 | 280 | decreased by19 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EIDEARD GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EIDEARD GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.