{
  "crd_number": 172098,
  "slug": "eddy-company-llc-beverly-ma-172098",
  "primary_business_name": "EDDY COMPANY, LLC",
  "legal_name": "EDDY COMPANY, LLC",
  "dbas": [],
  "city": "Beverly",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-07-15",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-21",
  "carried_forward": false,
  "raum_total": 10574962.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 10574962.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 5341121.0,
      "count": 26
    },
    "high_net_worth_individuals": {
      "raum": 5233841.0,
      "count": 5
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://eddycompany.com",
    "https://facebook.com/EDDYCOMPANYLLC",
    "https://linkedin.com/company/portfoliofix-llc",
    "https://linkedin.com/in/brianeddycfa",
    "https://thumbtack.com/ma/beverly/tax-preparation/eddy-company-llc/service/214922474554655904",
    "https://x.com/EDDYCOMPANY"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172098",
  "city_as_filed": "BEVERLY",
  "url": "https://advisorcensus.com/firm/eddy-company-llc-beverly-ma-172098",
  "display_name": "Eddy Company, LLC",
  "summary": "Eddy Company, LLC is a state-registered investment advisory firm in Beverly, MA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.",
  "citation": "AdvisorCensus. Eddy Company, LLC (CRD 172098): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Eddy Company, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Eddy Company, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Eddy Company, LLC located?",
      "a": "Eddy Company, LLC's principal office is in Beverly, MA, according to its Form ADV."
    },
    {
      "q": "Is Eddy Company, LLC registered with the SEC or a state?",
      "a": "Eddy Company, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172098."
    },
    {
      "q": "How much does Eddy Company, LLC manage?",
      "a": "Eddy Company, LLC reports $10,574,962 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Eddy Company, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (5)."
    },
    {
      "q": "Does Eddy Company, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172098"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/eddy-company-llc-beverly-ma-172098.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 5341121.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5233841.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172098",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}