{
  "crd_number": 139834,
  "slug": "the-eideard-group-llc-bedford-nh-139834",
  "primary_business_name": "THE EIDEARD GROUP, LLC",
  "legal_name": "THE EIDEARD GROUP, LLC",
  "dbas": [],
  "city": "Bedford",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "31700",
  "metro": {
    "cbsa_code": "31700",
    "common_name": "Manchester",
    "msa_name": "Manchester-Nashua, NH",
    "path": "/advisors/nh/manchester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-03-14",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 158143339.0,
  "raum_discretionary": 90307499.0,
  "raum_non_discretionary": 67835840.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 6717553.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 148454985.0,
      "count": 25
    },
    "pooled_investment_vehicles": {
      "raum": 2970801.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "MA",
    "NH",
    "VT"
  ],
  "websites": [
    "https://eideardgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139834",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.H(1)(b)",
      "question": "Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?"
    }
  ],
  "city_as_filed": "BEDFORD",
  "url": "https://advisorcensus.com/firm/the-eideard-group-llc-bedford-nh-139834",
  "display_name": "The Eideard Group, LLC",
  "summary": "The Eideard Group, LLC is an SEC-registered investment advisory firm in Bedford, NH, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. The Eideard Group, LLC (CRD 139834): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Eideard Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Eideard Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "How much does The Eideard Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $300 to $500 an hour (ad hoc or project-based consulting services delivered separately or found…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is The Eideard Group, LLC located?",
      "a": "The Eideard Group, LLC's principal office is in Bedford, NH, according to its Form ADV."
    },
    {
      "q": "Is The Eideard Group, LLC registered with the SEC or a state?",
      "a": "The Eideard Group, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139834."
    },
    {
      "q": "How much does The Eideard Group, LLC manage?",
      "a": "The Eideard Group, LLC reports $158,143,339 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (57% discretionary)."
    },
    {
      "q": "How have The Eideard Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Eideard Group, LLC: Regulatory assets under management: $332,123,937 in the October 2021 data and $158,143,339 in the October 2026 data, down 52%. Total employees: 7 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Eideard Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (25); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does The Eideard Group, LLC use?",
      "a": "The Eideard Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon and Schwab as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Eideard Group, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.H(1)(b) (court finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139834"
    },
    {
      "q": "Does The Eideard Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"We do not currently impose any minimum account sizes or minimum annual fees.\""
    },
    {
      "q": "What changed in The Eideard Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Item 11 disclosure answers changed: 4 yes answers, previously 3 (now yes: 11.H(1)(b)). Regulatory assets under management went from $180,851,449 to $158,143,339 (-13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 332123937.0,
      "total_employees": 7,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 318712694.0,
      "total_employees": 7,
      "filing_date": "2022-04-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 263297550.0,
      "total_employees": 6,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 273557460.0,
      "total_employees": 6,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 180851449.0,
      "total_employees": 4,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 158143339.0,
      "total_employees": 3,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 4 yes answers, previously 3 (now yes: 11.H(1)(b)).",
        "Regulatory assets under management went from $180,851,449 to $158,143,339 (-13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [
      "Hourly rate: $300 to $500 an hour (ad hoc or project-based consulting services delivered separately or found…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not currently impose any minimum account sizes or minimum annual fees."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "We do not currently impose any minimum account sizes or minimum annual fees."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 to $500 an hour (ad hoc or project-based consulting services delivered separately or found…)"
        ],
        "quotes": [
          "For ad hoc or project-based consulting services delivered separately or found to be outside the scope of Portfolio Management or Family Office services, we charge a fixed fee, ranging from $5,000 to $75,000 or an hourly rate ranging from $300 to $500, depending on the staff member performing the work."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 300.0,
          "max": 500.0,
          "period": "hour",
          "service": "ad hoc or project-based consulting services delivered separately or found to be outside the scope of Portfolio Managemen"
        }
      ]
    },
    "quotes": [
      "We do not currently impose any minimum account sizes or minimum annual fees.",
      "We do not currently impose any minimum account sizes or minimum annual fees.",
      "For ad hoc or project-based consulting services delivered separately or found to be outside the scope of Portfolio Management or Family Office services, we charge a fixed fee, ranging from $5,000 to $75,000 or an hourly rate ranging from $300 to $500, depending on the staff member performing the work."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Schwab",
      "name_as_filed": "SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/the-eideard-group-llc-bedford-nh-139834.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 148454985.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2970801.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 6717553.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "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/139834",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}