{"url":"https://nivawealth.com/firms/the-eideard-group-139834","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139834","regulatoryAum":158143339,"crd":"139834","history":[{"filedOn":"2021-03-17","regulatoryAum":332123937,"clients":41,"employees":7,"offices":1},{"filedOn":"2022-04-20","regulatoryAum":318712694,"clients":41,"employees":7,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":263297550,"clients":41,"employees":6,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":273557460,"clients":39,"employees":6,"offices":1},{"filedOn":"2025-03-21","regulatoryAum":180851449,"clients":23,"employees":4,"offices":1},{"filedOn":"2026-03-16","regulatoryAum":158143339,"clients":27,"employees":3,"offices":1}],"secFileNumber":"801-66396","legalName":"The Eideard Group, LLC","displayName":"The Eideard Group","slug":"the-eideard-group-139834","website":"https://eideardgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New Hampshire limited liability company","fiscalYearEnd":"December","headquarters":{"street":"360 Route 101, Suite 6","city":"Bedford","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03110"},"tradeNames":[],"registration":{"secApproved":"14 March 2006","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":5938199.4,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":158143339,"discretionary":90307499,"discretionaryAccounts":77,"nonDiscretionary":67835840,"nonDiscretionaryAccounts":90,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":25,"regulatoryAum":148454985},{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":2970801},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":6717553}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019343","versionId":1019343,"ratePeriod":"not_stated","fee_billing":"advance","submittedOn":"2026-03-16","documentName":"THE EIDEARD GROUP, LLC DISCLOSURE DOCUMENT","fee_rate_low":0.35,"fee_rate_high":0.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Ad hoc consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019343","versionId":1019343,"submittedOn":"2026-03-16","documentName":"THE EIDEARD GROUP, LLC DISCLOSURE DOCUMENT"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:25:32.798319+00:00","documents":[{"name":"THE EIDEARD GROUP, LLC DISCLOSURE DOCUMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019343","versionId":1019343,"submittedOn":"2026-03-16"}]},"custodians":[{"name":"The Bank of New York Mellon Corporation","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":47572015},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Orlando, FL","smaAssets":77437397}],"custodyNote":"The Eideard Group has custody of $90.3M for 19 clients.","otherCustodians":[],"leadership":[{"name":"John Aubin","title":"Managing Member/Chief Investment Officer/Chief Compliance Officer","crd":"1149435"}],"ownership":[{"label":"John Aubin","detail":"Managing member/chief investment officer/chief compliance officer in the 25% to 50% ownership band and a control person, since January 2006."},{"label":"Roberts Asset MGT., LLC - the Estate of Ronald L. Roberts","detail":"Member in the 50% to 75% ownership band and a control person, since January 2006."},{"label":"Ronald Estate Of Roberts","detail":"Indirect owner: a managing member of Roberts Asset MGT., LLC - the Estate of Ronald L. Roberts in the 75% or more band and a control person, since September 2004.","parent":"Roberts Asset MGT., LLC - the Estate of Ronald L. Roberts"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"360 Route 101, Suite 6","city":"Bedford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-471-9909","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees","Other"],"activities":["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"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":64},{"label":"U.S. state and local bonds","percent":26},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":2},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":2},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139834/PDF/139834.pdf","brochureDate":"16 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019343","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Eideard Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Eideard Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Eideard Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Eideard Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Eideard Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Eideard Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Eideard Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Eideard Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Eideard Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}