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| Keyboard |
| Beadell A D Investment Counsel Inc
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|---|---|
| CRD # | 106946 |
| SEC # | 801-10677 |
| CIK # | |
| AUM | 250.0 M (2026-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 262-241-0331 |
| Address | 10224 N Port Washington Road Mequon, WI 53092 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 11.7 |
| (b) Individuals (high net worth individuals) | 65 | 224.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 14.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 130 | 250.0 |
| By Discretionary | ||
| Discretionary | 130 | 250.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 130 | 250.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.0 | |
| Total | 130 | 250.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 250.3 M |
|
Main Street Investment Advisors LLC
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|
IL | 250.3 M |
|
Cogent Private Wealth Inc
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|
FL | 250.3 M |
|
The Ehrlich Group LLC
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CA | 250.1 M |
|
Firstrust LLC
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FL | 250.0 M |
|
WD Rutherford LLC
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|
OR | 250.0 M |
|
Dean Wealth Partners LLC
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|
TX | 249.8 M |
|
Tidecrest Wealth Management LLC
✚
|
CA | 249.7 M |
|
Braun-Bostich & Associates Inc
✚
|
PA | 249.6 M |
|
Vandalia Wealth Management Incorporated
✚
|
WV | 249.6 M |