Eldridge Investment Advisors Inc
- Regulatory AUM
- $814M
- Discretionary
- $814M
- Clients
- 687
- Avg AUM / client
- $1.2M
- Accounts
- 997
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 330 | $96.3M | 11.8% |
| High net worth individuals | 329 | $517M | 63.5% |
| Pension and profit sharing plans | 20 | $179M | 22.0% |
| Charitable organizations | 5 | $17.9M | 2.2% |
| Corporations and other businesses | 3 | $4.1M | 0.5% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Susan Brooks Eldridge | President & Chief Compliance Officer | Jun 1992 (34y) | 75% or more | |
| Stephen Frank Eldridge | Registered representative | Jan 1993 (34y) | ||
| Eric John Putney | Registered representative | Jul 2002 (24y) | ||
| Kevin David Whitmore | Registered representative | Nov 2005 (21y) | ||
| Sean Patrick Riley | Registered representative | Apr 2007 (19y) | ||
| Craig Alan Garner | Registered representative | Oct 2010 (16y) | ||
| Stephen Robert Murray | Registered representative | CFA | Mar 2016 (10y) | |
| Justin Brooks Eldridge | Registered representative | Jan 2019 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $814M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗