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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
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

