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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 08-19-1992
- Office Locations
- 1
Office Locations
About Eldridge Investment Advisors INC
Eldridge Investment Advisors, Inc. is an independent RIA providing investment management and financial planning for individuals and families, plus retirement plan consulting and third-party plan administration. The firm also serves closely held businesses, retirement plan sponsors/trustees, nonprofits/associations, and trusts. As an ERISA fiduciary, it offers nonproprietary advice and leverages LPL Financial for brokerage/custody flexibility.
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Owner & Executives
SUSAN BROOKS ELDRIDGE
Chief Compliance Officer, President
- CRD
- #1232901
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JUSTIN BROOKS ELDRIDGE
Financial Advisor
- CRD
- #6613263
STEPHEN FRANK ELDRIDGE
Investment Advisor
- CRD
- #76886
Summit harbor
Value quantum
- CRD
- #15750
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $814,336,574 | $816,787 |
| Non-Discretionary | $0 | -- |
| Total | $814,336,574 | $816,787 |
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Separately Managed Accounts
Total SMA Asset: $814,336,574
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $324,083,498 | 27.1% |
| Equity - Exchange | $320,495,858 | 26.8% |
| Cash | $273,856,535 | 22.9% |
| U.S. Government/Agency | $277,444,175 | 23.2% |
| Total | $1,195,880,066 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER PIONEER | VITAL FUSION | C6N2GJUKV | KBJO | 2.38% | $108,782,119 |
| BEACON DELTA RIDGE | DELTA GLACIER | 3NGF4OCJT | HMUS | 6.92% | $33,237,674 |
| FOUNDATION VERTEX | WAVE HARBOR | 60UYPIBTG | FDASQ | 10.69% | $69,917,259 |
| SUMMIT OAK | VITAL MATRIX | 2ECM158K1 | OEHOQ | 10.58% | $58,996,300 |
| ALPHA QUANTUM OAK | PATHWAY EAGLE | QCY1WZIVF | WDASZ | 10.78% | $31,617,451 |
| FOUNDATION MOMENTUM FUSION | TIMBER UNISON | WHQNEWRJ5 | BGS | 1.29% | $4,698,889 |
| BEACON INSIGHT PRIME | ELEMENT SUMMIT | WQ0W6J0V3 | PFN | 1.12% | $102,458,154 |
| HARBOR NORTH | UNISON MERIDIAN | CUD3JS84D | GSXUM | 1.18% | $31,410,900 |