Roof Eidam Maycock Peralta Llc
- Regulatory AUM
- $805M
- Discretionary
- $805M
- Clients
- 296
- Avg AUM / client
- $2.7M
- Accounts
- 1,011
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Investments (13F portfolio — 125 positions, $435,993,058)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $46,466,659 | 725,135 | 10.7% | 5.77% |
| 2 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $29,143,026 | 575,835 | 6.68% | 3.62% |
| 3 | J P Morgan Exchange Traded F | US QUALTY FCTR | $22,127,877 | 360,859 | 5.08% | 2.75% |
| 4 | Vanguard Specialized Funds | DIV APP ETF | $21,421,623 | 99,608 | 4.91% | 2.66% |
| 5 | Vanguard Index Fds | SMALL CP ETF | $19,761,669 | 75,449 | 4.53% | 2.46% |
| 6 | Vanguard Index Fds | GROWTH ETF | $19,044,965 | 43,602 | 4.37% | 2.37% |
| 7 | J P Morgan Exchange Traded F | SHORT DURA CORE | $16,451,446 | 347,811 | 3.77% | 2.04% |
| 8 | Ishares Tr | CORE S&P500 ETF | $15,058,426 | 23,053 | 3.45% | 1.87% |
| 9 | Vanguard Index Fds | MID CAP ETF | $14,880,973 | 51,818 | 3.41% | 1.85% |
| 10 | Pimco Etf Tr | ENHAN SHRT MA AC | $14,799,938 | 147,161 | 3.39% | 1.84% |
| 11 | Apple Inc | COM | $14,721,407 | 58,006 | 3.38% | 1.83% |
| 12 | Ishares Tr | S&P 100 ETF | $14,468,926 | 45,490 | 3.32% | 1.8% |
| 13 | Invesco Qqq Tr | UNIT SER 1 | $13,206,529 | 22,881 | 3.03% | 1.64% |
| 14 | Vanguard Index Fds | VALUE ETF | $11,843,613 | 60,365 | 2.72% | 1.47% |
| 15 | Ishares Tr | ESG AW MSCI EAFE | $10,837,053 | 113,335 | 2.49% | 1.35% |
| 16 | Alphabet Inc | CAP STK CL C | $7,325,546 | 25,537 | 1.68% | 0.91% |
| 17 | J P Morgan Exchange Traded F | ULTRA SHT MUNCPL | $6,089,510 | 119,449 | 1.4% | 0.76% |
| 18 | Ishares Tr | ESG OPTIMIZED | $5,039,243 | 38,147 | 1.16% | 0.63% |
| 19 | Vanguard Index Fds | SM CP VAL ETF | $4,920,353 | 22,648 | 1.13% | 0.61% |
| 20 | Ishares Tr | HDG MSCI EAFE | $4,885,863 | 114,975 | 1.12% | 0.61% |
| 21 | Wisdomtree Tr | US QTLY DIV GRT | $4,882,202 | 55,581 | 1.12% | 0.61% |
| 22 | Microsoft Corp | COM | $4,571,620 | 12,350 | 1.05% | 0.57% |
| 23 | Schwab Strategic Tr | FUNDAMENTAL US S | $4,523,292 | 139,479 | 1.04% | 0.56% |
| 24 | Ishares Tr | CORE MSCI EURO | $4,487,229 | 63,857 | 1.03% | 0.56% |
| 25 | J P Morgan Exchange Traded F | INTL BD OPP ETF | $4,453,716 | 93,135 | 1.02% | 0.55% |
Top 25 of 125 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $51.8M | 6.43% |
| High net worth individuals | 194 | $743M | 92.3% |
| Corporations and other businesses | Fewer than 5 clients | $9.8M | 1.22% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Edmund Roof | General Partner | CFP | Apr 1982 (44y) | 10% – 25% |
| Don Henry Eidam | General Partner | CFP | Jan 1994 (33y) | 25% – 50% |
| Randall Robert Maycock | General Partner | CFP | Jan 1997 (30y) | 25% – 50% |
| Juan Carlos Peralta | General Partner | CFP | Jul 1997 (29y) | 10% – 25% |
| Hart, Michael, Alexander | Outsourced Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Thomas Darcy Owens | Registered representative | CFP | Apr 2025 (1y) |
Undisclosed: 0% – 30% 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) | 02/25/2026 | 964 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $721M (90% of AUM) Feb 2026
- LPL Financial $31.0M (4% of AUM) Feb 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: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗