# Eddy Company, LLC

> 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.

- CRD: 172098
- Filed as: EDDY COMPANY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beverly, MA
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172098
- AdvisorCensus page: https://advisorcensus.com/firm/eddy-company-llc-beverly-ma-172098

## Quick answers

**How is Eddy Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eddy Company, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eddy Company, LLC located?**
Eddy Company, LLC's principal office is in Beverly, MA, according to its Form ADV.

**Is Eddy Company, LLC registered with the SEC or a state?**
Eddy Company, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172098.

**How much does Eddy Company, LLC manage?**
Eddy Company, LLC reports $10,574,962 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (0% discretionary).

**What types of clients does Eddy Company, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (5).

**Does Eddy Company, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $10,574,962
- Discretionary: $0
- Non-discretionary: $10,574,962

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $5,341,121 |
| High net worth individuals | 5 | $5,233,841 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eddycompany.com
- thumbtack.com/ma/beverly/tax-preparation/eddy-company-llc/service/214922474554655904
- Facebook @EDDYCOMPANYLLC
- LinkedIn @portfoliofix-llc
- LinkedIn @brianeddycfa
- X @EDDYCOMPANY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eddy Company, LLC (CRD 172098): Form ADV filing data as of October 2026.