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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 Aug 17, 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

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 typeClientsAUM
High net worth individuals25$148.5M
Pooled investment vehicles2$3.0M
Pension and profit sharing plansFewer than 5$6.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.