Euclid Investment Advisory, LLC

Euclid Investment Advisory, LLC (CRD# 116740) is a financial advisory firm headquartered in Bethesda, MD. They manage $153,876,406 in 91 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,690,950
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD

Financial Advisors at Euclid Investment Advisory, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Frederic M. Smoak
CRD#: 2101684
4701 Sangamore Road, #s205, Bethesda, MD 20816
96
Wealthminder
score

Frederic Smoak (CRD# 2101684) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 25 years of experience in the finance industry.

2
Thomas F. Barrett
CRD#: 1323018
4701 Sangamore Road, #s205, Bethesda, MD 20816
93
Wealthminder
score

Thomas Barrett (CRD# 1323018) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 33 years of experience in the finance industry.

3
William H. Hoover
CRD#: 4686428
4701 Sangamore Road, #s205, Bethesda, MD 20816
93
Wealthminder
score

William Hoover (CRD# 4686428) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 10 years of experience in the finance industry.

4
Vincent J. Barrett
CRD#: 6466393
4701 Sangamore Road, #s205, Bethesda, MD 20816
88
Wealthminder
score

Vincent Barrett (CRD# 6466393) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 2 years of experience in the finance industry.

5
George J. Peacock
CRD#: 1641102
4701 Sangamore Road, #s205, Bethesda, MD 20816
73
Wealthminder
score

George Peacock (CRD# 1641102) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 30 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.