Euclid Harding, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Euclid Harding is a very small independent registered investment adviser that serves a limited client base of individuals, families, trusts, estates, charitable organizations, corporations and other entities, reporting roughly $3.8 million in discretionary assets across seven client relationships. The firm provides financial planning and consulting (including defined‑scope Pathfinder Diagnostic engagements and project services), discretionary portfolio management and assets‑under‑advice, and also advises qualified retirement plans.
The firm structures planning work around defined engagements — an approximately eight‑week Pathfinder Diagnostic, ongoing annual planning with a customized Annual Planning Calendar, or targeted Project Services — and centers its investment process on strategic asset allocation while using a broad set of instruments such as mutual funds, ETFs, individual securities, REITs, options, commodities and other alternatives. Portfolios are managed on a discretionary basis with regular quarterly reviews, custodial execution through a designated custodian, and the firm employs both percentage‑of‑AUM advisory arrangements and fixed or milestone‑based fees for planning and projects.
What is distinctive for a firm of this size is its explicit ERISA 3(21) pension consulting practice: the brochure describes limited‑scope fiduciary services for 401(k), 403(b), pension, profit‑sharing, cash‑balance and deferred compensation plans while identifying certain excluded asset types (for example, employer securities and non‑public partnership interests). The firm also discloses that its principal maintains an independent insurance agency and may receive commissions on insurance sales, a potential conflict the firm says is addressed through disclosure and its fiduciary procedures.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Pathfinder Diagnostic ranging generally from $5,000 to $40,000; fixed project fees generally range from $2,500 to $40,000
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.00% annually $3,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.60% annually
Insurance commissions received by advisory representative acting as insurance agent (conflicts disclosed)
Fixed annual fees for Ongoing Financial Planning generally ranging from $6,000 to $180,000, payable monthly or quarterly in advance
Account minimum: $150,000 Minimum fee: Minimum fee of $750 per quarter for asset management; minimum fee of $750 per quarter for assets under advisement services Fee-only: Fixed fees for financial planning and consulting services ranging generally from $2,500 to $180,000 depending on scope and duration
Main office
Stamford CT
Advisors at this office
1
Most active in
Connecticut · Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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