DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Euclid Investment Advisory, LLC

Former SEC-registered adviserBethesda, MarylandCRD 116740SEC 801-60766IAPD
Latest filing May 15, 2023
First filing on the tape Mar 30, 2012 · 30 filings
RAUM
$70.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
83%
$58.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$70.0M as of Mar 15, 2023
Mar 30, 2012$124M then
HNW client RAUM$50.0M as of Mar 15, 2023
Apr 3, 2018$34.0M then
State-registered IARs (5.B.3)0 as of Mar 15, 2023
Mar 1, 20130 then
Employees (5.A)3 as of Mar 15, 2023
Mar 1, 20133 then
Private funds: no history
RAUM -13% over the last fiscal year-12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 15, 2023; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$925,926derivedHNW RAUM over HNW clients
Average account
$945,946derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-13%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
-6.8%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for investment companies, publicationsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$50.0M71%
  • Investment companies$12.0M17%
  • Individuals$8.0M11%
Individual clients
15reported
HNW clients
54reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
74reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Howard William Hoover · Principal/Ccocontrol
    since 01/2015 · owns 10% to 25%
  • Meister Frederic Smoak · Principal/Chief Investment Officercontrol
    since 12/2000 · owns 75% or more
  • Mark John Creekmur · Principal
    since 04/2020 · owns 25% to 50%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Bethesda, Md · principal000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 129 to 74
    Jun 13, 2022 to Mar 15, 2023
  • HNW clients · 59 to 54
    Jun 13, 2022 to Mar 15, 2023
  • Discretionary RAUM · $80.0M to $70.0M
    Jun 13, 2022 to Mar 15, 2023
  • HNW RAUM · $33.0M to $50.0M
    Jun 13, 2022 to Mar 15, 2023
  • Individual RAUM · $7.0M to $8.0M
    Jun 13, 2022 to Mar 15, 2023
  • Pension RAUM · unset to 0.0
    Jun 13, 2022 to Mar 15, 2023
  • Pooled vehicle RAUM · unset to 0.0
    Jun 13, 2022 to Mar 15, 2023
  • RAUM · $80.0M to $70.0M
    Jun 13, 2022 to Mar 15, 2023
  • Accounts · 75 to 129
    Nov 13, 2020 to Mar 17, 2021
  • Advisory employees · 2 to 3
    Nov 13, 2020 to Mar 17, 2021
  • Advisory activities · 3 to 4
    Nov 13, 2020 to Mar 17, 2021
  • Pooled vehicle clients · 1 to 0
    Nov 13, 2020 to Mar 17, 2021
  • Employees · 2 to 3
    Nov 13, 2020 to Mar 17, 2021
  • Discretionary RAUM · $104M to $80.0M
    Nov 13, 2020 to Mar 17, 2021
  • HNW RAUM · $34.0M to $33.0M
    Nov 13, 2020 to Mar 17, 2021
  • Individual RAUM · $4.0M to $7.0M
    Nov 13, 2020 to Mar 17, 2021
  • Pooled vehicle RAUM · 66000000.0 to unset
    Nov 13, 2020 to Mar 17, 2021
  • RAUM · $104M to $80.0M
    Nov 13, 2020 to Mar 17, 2021
  • Related adviser · false to true
    Jun 25, 2020 to Oct 22, 2020
  • Accounts · 46 to 75
    Mar 28, 2019 to Mar 29, 2020
  • Advisory activities · 4 to 3
    Mar 28, 2019 to Mar 29, 2020
  • HNW clients · 30 to 59
    Mar 28, 2019 to Mar 29, 2020
  • Pension plan clients · 1 to 0
    Mar 28, 2019 to Mar 29, 2020
  • Pooled vehicle clients · 0 to 1
    Mar 28, 2019 to Mar 29, 2020
  • Discretionary RAUM · $102M to $104M
    Mar 28, 2019 to Mar 29, 2020
  • HNW RAUM · $32.0M to $34.0M
    Mar 28, 2019 to Mar 29, 2020
  • Pension RAUM · 66000000.0 to unset
    Mar 28, 2019 to Mar 29, 2020
  • Pooled vehicle RAUM · unset to 66000000.0
    Mar 28, 2019 to Mar 29, 2020
  • RAUM · $102M to $104M
    Mar 28, 2019 to Mar 29, 2020
  • Accounts · 366 to 46
    Apr 3, 2018 to Mar 28, 2019
  • Advisory employees · 3 to 2
    Apr 3, 2018 to Mar 28, 2019
  • HNW clients · 28 to 30
    Apr 3, 2018 to Mar 28, 2019
  • Individual clients · 18 to 15
    Apr 3, 2018 to Mar 28, 2019
  • Pension plan clients · 320 to 1
    Apr 3, 2018 to Mar 28, 2019
  • Employees · 3 to 2
    Apr 3, 2018 to Mar 28, 2019
  • Discretionary RAUM · $138M to $102M
    Apr 3, 2018 to Mar 28, 2019
  • HNW RAUM · $34.0M to $32.0M
    Apr 3, 2018 to Mar 28, 2019
  • Individual RAUM · $2.0M to $4.0M
    Apr 3, 2018 to Mar 28, 2019
  • Pension RAUM · $102M to $66.0M
    Apr 3, 2018 to Mar 28, 2019
  • RAUM · $138M to $102M
    Apr 3, 2018 to Mar 28, 2019
Signals
2 dated events
  • William Howard Hoover left Euclid Investment Advisory, Llc for Cx Institutional, Llc (registered 2023-08-15)
    Nov 7, 2023 · Advisor changed firm · fact
  • Vincent Jonathan Barrett left Euclid Investment Advisory, Llc for Acorn Financial Advisory Services, Inc. (registered 2023-01-11)
    Nov 6, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026