Data / Investment advisers / New Hampshire / The Eideard Group, LLC
The Eideard Group, LLC, Bedford, NH: $158 million AUM, SEC registered investment adviser
The Eideard Group, LLC is an SEC registered investment adviser with its main office in Bedford, New Hampshire and reports $158 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include high net worth individuals, pension and profit sharing plans and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 139834
- SEC file number
- 801-66396
- SEC status
- Approved, effective March 14, 2006
- Main office
- 360 Route 101, Suite 6, Bedford, NH 03110
- Phone
- (603) 471-9909
- Website
- eideardgroup.com
- Regulatory AUM
- $158,143,339 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $90,307,499
- Non discretionary AUM
- $67,835,840
- Accounts
- 167
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Private funds
- 2: 2 venture capital funds
- Gross assets of private funds
- $2,966,033
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, civil court actions
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $148.5 million |
| Pension and profit sharing plans | Fewer than 5 | $6.7 million |
| Pooled investment vehicles | 2 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $158.1 million | March 16, 2026 |
| December 1, 2025 | $180.9 million | March 21, 2025 |
Other advisers in Bedford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sweeney Financial Advisors | Bedford | $403.2 million | Not listed | adviserinfo.sec.gov |
| Aurelius Family Office, LLC | Bedford | $315.3 million | Not listed | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | $259.3 million | 1 | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | $252.9 million | Not listed | adviserinfo.sec.gov |
| Apex Wealth Management, LLC | Bedford | $191.1 million | Not listed | adviserinfo.sec.gov |
| Bartley Financial Advisors, LLC | Bedford | $151.6 million | Not listed | adviserinfo.sec.gov |
| Granite State Retirement Planning, Inc. | Bedford | $143.2 million | Not listed | adviserinfo.sec.gov |
| Bay Point Financial, LLC | Bedford | $104.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bedford, NH
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- The Eideard Group, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.