# The Eideard Group, LLC

> 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.

- CRD: 139834
- Filed as: THE EIDEARD GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139834
- AdvisorCensus page: https://advisorcensus.com/firm/the-eideard-group-llc-bedford-nh-139834

## Quick answers

**How is The Eideard Group, LLC compensated?**
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.

**Where is The Eideard Group, LLC located?**
The Eideard Group, LLC's principal office is in Bedford, NH, according to its Form ADV.

**Is The Eideard Group, LLC registered with the SEC or a state?**
The Eideard Group, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139834.

**How much does The Eideard Group, LLC manage?**
The Eideard Group, LLC reports $158,143,339 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (57% discretionary).

**How have The Eideard Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does The Eideard Group, LLC serve?**
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).

**Which custodians does The Eideard Group, LLC use?**
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.

**Does The Eideard Group, LLC report any disciplinary disclosures?**
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

**Does The Eideard Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We do not currently impose any minimum account sizes or minimum annual fees."

**What changed in The Eideard Group, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> We do not currently impose any minimum account sizes or minimum annual fees.

- Minimum annual fee: None

> We do not currently impose any minimum account sizes or minimum annual fees.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $158,143,339
- Discretionary: $90,307,499
- Non-discretionary: $67,835,840

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 25 | $148,454,985 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $2,970,801 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,717,553 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, VT
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?
- 11.H(1)(b): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139834

### Websites listed on Form ADV (Item 1.I)
- eideardgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $332,123,937 | 7 | March 17, 2021 |
| October 2022 | $318,712,694 | 7 | April 20, 2022 |
| October 2023 | $263,297,550 | 6 | October 3, 2023 |
| October 2024 | $273,557,460 | 6 | March 15, 2024 |
| October 2025 | $180,851,449 | 4 | March 21, 2025 |
| October 2026 | $158,143,339 | 3 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Eideard Group, LLC (CRD 139834): Form ADV filing data as of October 2026.