Eldridge Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Eldridge Investment Advisors reports 687 clients. They include 330 individual clients, 329 high-net-worth individuals, and 20 pension and profit-sharing plans. Of its assets, 100.0% ($814M across 997 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 12% |
| High-net-worth individuals | 48% | 63% |
| Pension and profit-sharing plans | 3% | 22% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 330 | $96.3M | 11.8% | $292K |
| High-net-worth individuals | 329 | $517M | 63.5% | $1.57M |
| Pension and profit-sharing plans | 20 | $179M | 22.0% | $8.96M |
| Charitable organizations | 5 | $17.9M | 2.2% | $3.58M |
| Corporations and other businesses | Fewer than 5 | $4.11M | 0.5% | $1.37M |
| Total | 687 | $814M | 100% | — |
- Clients
- 330
- Regulatory AUM
- $96.3M
- AUM share
- 11.8%
- Avg. per client
- $292K
- Clients
- 329
- Regulatory AUM
- $517M
- AUM share
- 63.5%
- Avg. per client
- $1.57M
- Clients
- 20
- Regulatory AUM
- $179M
- AUM share
- 22.0%
- Avg. per client
- $8.96M
- Clients
- 5
- Regulatory AUM
- $17.9M
- AUM share
- 2.2%
- Avg. per client
- $3.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.11M
- AUM share
- 0.5%
- Avg. per client
- $1.37M
Total
- Clients
- 687
- Regulatory AUM
- $814M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Eldridge Investment Advisors charges up to 1.00% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $25,000.
Fee details and sources
Susan Eldridge owns 75% or more of Eldridge Investment Advisors. The leadership team of Eldridge Investment Advisors includes President Susan Eldridge. It has 8 employees.
Leadership
Susan EldridgePresident & Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 7 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Eldridge Investment Advisors Inc
Susan Eldridge
Control person · since June 1992
Eldridge Investment Advisors’ regulatory assets grew from $566M (March 2021) to $814M (May 2026); clients fell from 783 to 687 and employees from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $814M | 687 | 8 | 2 |
| April 2025 | $791M | 681 | 8 | 2 |
| March 2024 | $735M | 658 | 8 | 2 |
| March 2023 | $585M | 657 | 8 | 1 |
| March 2022 | $667M | 645 | 8 | 1 |
| March 2021 | $566M | 783 | 9 | 1 |
Besides its headquarters, Eldridge Investment Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in New Hampshire.
New Hampshire · 1 listed address
- 686 Chestnut St, ManchesterHQ
Contact and registration details
- Legal name
- Eldridge Investment Advisors Inc
- Headquarters
- 686 Chestnut St, Manchester, NH 03104
- Website
- eldridgeco.com
- Phone
- 603-625-8559
- SEC file
- 801-42161
- Structure
- New Hampshire corporation
- Fiscal year end
- December
Eldridge Investment Advisors uses LPL Financial ($814M) as custodian for its separately managed accounts. Eldridge Investment Advisors has custody of $402M in client assets for 346 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $814M100%
At year end, Eldridge Investment Advisors’ separately managed accounts were mostly in funds (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $505M across 163 positions; the largest are iShares Core S&P Total U S Stock Market ETF (10.8%), State Street SPDR Port S&P 500 ETF (7.3%) and iShares Core S&P 500 ETF (5.8%).
What the accounts hold
- Stocks6%
- Funds92%
- Bonds1%
- Cash1%
Reported 13F holdings
- $505M
- Reported 13F value
- 163
- Positions
- 45.6%
- In the 10 largest
- +10.7%
- Value vs. prior quarter
- iShares Core S&P Total U S Stock Market ETFETF10.8%
- State Street SPDR Port S&P 500 ETFETF7.3%
- iShares Core S&P 500 ETFETF5.8%
- iShares U S Equity Factor Rotation Active ETFETF4.7%
- JPMORGAN Active Bond ETFETF3.4%
- John Hancock Multifactor Mid Cap ETFETF2.8%
- State Street Multi Asset Real Return ETFETF2.7%
- JPMORGAN Betabuilders Japan ETFETF2.7%
- John Hancock Preferred Income ETFETF2.7%
- State Street SPDR Portfolio Intermediate Term Treasury ETFETF2.6%
Together, the ten largest are 45.6% of reported value.
How many clients does Eldridge Investment Advisors have?
Eldridge Investment Advisors has 687 clients and manages $814 million for them, as of May 2026. They include 330 individual clients, 329 high-net-worth individuals, and 20 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does Eldridge Investment Advisors offer?
Eldridge Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Eldridge Investment Advisors charge?
Eldridge Investment Advisors charges up to 1.00% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $25,000.
Source: EIA ADV 2A, filed 18 May 2026
Which custodians does Eldridge Investment Advisors use?
Eldridge Investment Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $814M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026
How many financial advisors does Eldridge Investment Advisors have?
Eldridge Investment Advisors has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Eldridge Investment Advisors invest in?
At the end of its last fiscal year, Eldridge Investment Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Eldridge Investment Advisors have a minimum investment?
Yes, Eldridge Investment Advisors’ minimum account size for its Investment Management Services is $25K.
Source: EIA ADV 2A, filed 18 May 2026
Who owns Eldridge Investment Advisors?
Eldridge Investment Advisors’ direct owner is Susan Eldridge (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does Eldridge Investment Advisors get paid?
Eldridge Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Eldridge Investment Advisors?
Eldridge Investment Advisors’ main office is at 686 Chestnut St, Manchester, NH 03104. Its phone number is 603-625-8559. Its website is eldridgeco.com.