CRD: 106380
Eldridge Investment Advisors INC
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 22, 2025 and May 18, 2026, reported AUM increased 3.0%, from $790.9M to $814.3M.
Across 5 reported observations, AUM increased 22.1% between March 23, 2022 and May 18, 2026, from $667.1M to $814.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 687 clients, or 85.9 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
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
SMA allocation detail is available
Eldridge Investment Advisors INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Eldridge Investment Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.