The Eideard Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. The firm advises 2 private funds.
The Eideard Group reports 27 clients. They include 25 high-net-worth individuals and 2 pooled investment vehicles. Of its assets, 57.1% ($90.3M across 77 accounts) are managed with discretion; $67.8M across 90 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 93% | 94% |
| Pooled investment vehicles | 7% | 2% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 25 | $148M | 93.9% | $5.94M |
| Pooled investment vehicles | 2 | $2.97M | 1.9% | $1.49M |
| Pension and profit-sharing plans | Fewer than 5 | $6.72M | 4.2% | — |
| Total | 27 | $158M | 100% | — |
- Clients
- 25
- Regulatory AUM
- $148M
- AUM share
- 93.9%
- Avg. per client
- $5.94M
- Clients
- 2
- Regulatory AUM
- $2.97M
- AUM share
- 1.9%
- Avg. per client
- $1.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.72M
- AUM share
- 4.2%
- Avg. per client
- —
Total
- Clients
- 27
- Regulatory AUM
- $158M
- 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
- 2
The Eideard Group charges 0.35%–0.75% for its Portfolio Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Ad hoc consulting
- Ad hoc or project consulting outside portfolio management or family office services: fixed fees of $5,000 to $75,000, or hourly rates of $300 to $500.
Roberts Asset MGT., LLC - the Estate of Ronald L. Roberts owns 50% to 75% of The Eideard Group and is in turn owned by Ronald Estate Of Roberts (75% or more). The leadership team of The Eideard Group includes Chief Investment Officer John Aubin. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- Owns 50% to 75% of The Eideard Group, LLC
Roberts Asset MGT., LLC - the Estate of Ronald L. Roberts
Control person · since January 2006
- Owns 75% or more of Roberts Asset MGT., LLC - the Estate of Ronald L. Roberts
Ronald Estate Of Roberts
Control person · since September 2004
- Owns 25% to 50% of The Eideard Group, LLC
John Aubin
Control person · since January 2006
The Eideard Group’s regulatory assets fell from $332M (March 2021) to $158M (March 2026); clients fell from 41 to 27 and employees from 7 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $158M | 27 | 3 | 1 |
| Mar 2025March 2025 | $181M | 23 | 4 | 1 |
| Mar 2024March 2024 | $274M | 39 | 6 | 1 |
| Mar 2023March 2023 | $263M | 41 | 6 | 1 |
| Apr 2022April 2022 | $319M | 41 | 7 | 1 |
| Mar 2021March 2021 | $332M | 41 | 7 | 1 |
Besides its headquarters, The Eideard Group has 0 offices, with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 360 Route 101, Suite 6, BedfordHQ
Contact and registration details
- Legal name
- The Eideard Group, LLC
- Headquarters
- 360 Route 101, Suite 6, Bedford, NH 03110
- Website
- eideardgroup.com
- Phone
- 603-471-9909
- SEC file
- 801-66396
- Structure
- New Hampshire LLC
- Fiscal year end
- December
The Eideard Group’s named custodians for separately managed accounts are Charles Schwab ($77.4M, 62%) and The Bank of New York Mellon ($47.6M, 38%). The Eideard Group has custody of $90.3M for 19 clients.
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $47.6M38%
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $77.4M62%
At year end, The Eideard Group’s separately managed accounts were mostly in stocks (64%) and bonds (28%).
What the accounts hold
- Stocks64%
- Funds3%
- Registered funds2%
- Pooled vehicles1%
- Bonds28%
- State and local bonds26%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash5%
How many clients does The Eideard Group have?
The Eideard Group has 27 clients and manages $158 million for them, as of March 2026. They include 25 high-net-worth individuals and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does The Eideard Group offer?
The Eideard Group provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Eideard Group charge?
The Eideard Group charges 0.35%–0.75% for its Portfolio Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: THE EIDEARD GROUP, LLC DISCLOSURE DOCUMENT, filed 16 March 2026
Which custodians does The Eideard Group use?
The Eideard Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $77.4M and The Bank of New York Mellon Corporation (New York, NY), with $47.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does The Eideard Group have?
The Eideard Group has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 The Eideard Group invest in?
At the end of its last fiscal year, The Eideard Group’s separately managed accounts held 64% exchange-traded equities, 26% state and local bonds, 5% cash and equivalents, 2% registered funds (mutual funds, ETFs, BDCs), 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Eideard Group?
The Eideard Group is owned through a holding company by Ronald Estate Of Roberts. Its direct owners are John Aubin (25% to 50%) and Roberts Asset MGT., LLC - the Estate of Ronald L. Roberts (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does The Eideard Group get paid?
The Eideard Group is paid through a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions 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 The Eideard Group?
The Eideard Group’s main office is at 360 Route 101, Suite 6, Bedford, NH 03110. Its phone number is 603-471-9909. Its website is eideardgroup.com.
