EUCLID INVESTMENT ADVISORY, LLC
CRD #116740 SEC #801-60766 BETHESDA, MD 301-500-0097
SEC Registered
Total AUM
$70M
Discretionary
$70M
Employees
3
Clients
1
Accounts
74
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $70M | $70M | $0 | 3 | 74 |
| Mar 2023 | $70M | $70M | $0 | 3 | 74 |
| Jun 2022 | $80M | $80M | $0 | 3 | 75 |
| Jun 2022 | $80M | $80M | $0 | 3 | 75 |
| Mar 2022 | $80M | $80M | $0 | 3 | 75 |
| Mar 2021 | $80M | $80M | $0 | 3 | 75 |
| Nov 2020 | $104M | $104M | $0 | 2 | 75 |
| Oct 2020 | $104M | $104M | $0 | 2 | 75 |
| Jun 2020 | $104M | $104M | $0 | 2 | 75 |
| Mar 2020 | $104M | $104M | $0 | 2 | 75 |
| Mar 2019 | $102M | $102M | $0 | 2 | 48 |
| Apr 2018 | $138M | $138M | $0 | 3 | 0 |
| Mar 2017 | $141M | $31M | $110M | 4 | 300 |
| Nov 2016 | $153.9M | $18.9M | $135M | 4 | 26 |
| Apr 2016 | $153.9M | $18.9M | $135M | 4 | 26 |
| Feb 2016 | $161M | $161M | $0 | 4 | 26 |
| Feb 2016 | $161M | $161M | $0 | 4 | 26 |
| Dec 2015 | $130M | $25M | $105M | 4 | 26 |
| Mar 2015 | $130M | $25M | $105M | 4 | 26 |
| Jan 2015 | $130M | $25M | $105M | 4 | 26 |
| Jan 2015 | $127M | $10M | $117M | 3 | 26 |
| Mar 2014 | $127M | $10M | $117M | 3 | 26 |
| Mar 2013 | $120M | $120M | $0 | 3 | 26 |
| Mar 2012 | $124M | $99M | $25M | 1 | 11 |
| Apr 2011 | $103M | $18M | $85M | 5 | -- |
| Aug 2010 | $94M | $10M | $84M | 5 | -- |
| Apr 2002 | $29M | $3M | $26M | 5 | -- |
DateMay 2023
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients74
DateMar 2023
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees3
Clients74
DateJun 2022
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees3
Clients75
DateJun 2022
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees3
Clients75
DateMar 2022
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees3
Clients75
DateMar 2021
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees3
Clients75
DateNov 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees2
Clients75
DateOct 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees2
Clients75
DateJun 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees2
Clients75
DateMar 2020
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees2
Clients75
DateMar 2019
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees2
Clients48
DateApr 2018
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$141M
Discretionary$31M
Non-Disc.$110M
Employees4
Clients300
DateNov 2016
Total AUM$153.9M
Discretionary$18.9M
Non-Disc.$135M
Employees4
Clients26
DateApr 2016
Total AUM$153.9M
Discretionary$18.9M
Non-Disc.$135M
Employees4
Clients26
DateFeb 2016
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees4
Clients26
DateFeb 2016
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees4
Clients26
DateDec 2015
Total AUM$130M
Discretionary$25M
Non-Disc.$105M
Employees4
Clients26
DateMar 2015
Total AUM$130M
Discretionary$25M
Non-Disc.$105M
Employees4
Clients26
DateJan 2015
Total AUM$130M
Discretionary$25M
Non-Disc.$105M
Employees4
Clients26
DateJan 2015
Total AUM$127M
Discretionary$10M
Non-Disc.$117M
Employees3
Clients26
DateMar 2014
Total AUM$127M
Discretionary$10M
Non-Disc.$117M
Employees3
Clients26
DateMar 2013
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$124M
Discretionary$99M
Non-Disc.$25M
Employees1
Clients11
DateApr 2011
Total AUM$103M
Discretionary$18M
Non-Disc.$85M
Employees5
Clients--
DateAug 2010
Total AUM$94M
Discretionary$10M
Non-Disc.$84M
Employees5
Clients--
DateApr 2002
Total AUM$29M
Discretionary$3M
Non-Disc.$26M
Employees5
Clients--