EDDY FINANCIAL, LLC

EDDY FINANCIAL, LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 290208). Regulatory assets under management: $61.9M.

Registration

• CRD: 290208
• SEC file number: 801-112010
• Type: Registered investment adviser
• Location: 100 WILSHIRE BOULEVARD, SANTA MONICA, CA, 90401
• Phone: (310) 451-3339
• Latest filing: 2026-03-16
• Regulatory AUM: $61.9M
• Discretionary AUM: $61.9M
• Clients: 2
• Accounts: 99

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290208 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search