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Euclid Harding, LLC

Euclid Harding, LLC. CRD 336693

Euclid Harding, LLC logo

CRD: 336693

Euclid Harding, LLC

Norwalk, CT
2039846430
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
08-28-2025
Office Locations
1

Office Locations

-- Norwalk CT

About Euclid Harding, LLC

Euclid Harding, LLC is a Connecticut-registered investment adviser providing comprehensive financial planning and ongoing investment management. The firm coordinates outside specialists and uses behavioral finance and goal-setting to help Gen X and soon-to-be retirees—including wealth inheritors, executives, and business owners—navigate complex personal and professional finances. It publishes monthly insights via a newsletter; custody includes Charles Schwab.

Team overview

-- AVG AGE
$2.8M AVG AUM / ADVISOR
$698.1K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Eagle atlas Frontier Alpha Value Eagle Fusion

Client Personas

Ember meridian Pioneer crest

CRM

Crest radial

Custodian

Ridge Fusion glacier

Investment Themes

Matrix fusion Horizon ridge Legacy matrix Optima

Investment Vehicles

Ridge zenith

Platform

Atlas momentum

Services

Quantum Insight Beacon Vector Fusion Vital pathway Quantum

Owner & Executives

B

BRIAN J LASHER

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#7001890
Ownership
75% or more
(579) 364-6040
unison.vital@vertexcapital.com
in linkedin.com/in/vertex-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,792,416 --
Non-Discretionary $0 --
Total $2,792,416 --

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Separately Managed Accounts

Total SMA Asset: $2,792,416

$2.8M Total SMA
Public Funds:
59.2%
Cash:
40.8%
Asset class Assets Assets %
Public Funds $2,767,573,251 59.2%
Cash $1,907,381,565 40.8%
Total $4,674,954,816 100.0%

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