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| Keyboard |
| Easley Investment Consultants Inc
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|---|---|
| CRD # | 307258 |
| SEC # | 801-118212 |
| CIK # | |
| AUM | 223.8 M (2026-01-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 601-992-4101 |
| Address | 1050 Northpark Drive Ridgeland, MS 39157 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 86.5 |
| (b) Individuals (high net worth individuals) | 55 | 137.2 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| Total | 841 | 223.8 |
| By Discretionary | ||
| Discretionary | 814 | 211.1 |
| Non-Discretionary | 27 | 12.6 |
| Total | 841 | 223.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.8 | |
| Total | 841 | 223.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
MD | 224.4 M |
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|
McAlvany Wealth Management LLC
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|
Bucket List Wealth Management LLC
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|
McAlister Sweet & Associates Inc
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|
Pacific Peak Advisors LLC
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ID | 223.7 M |
|
Noble Wealth Management Inc
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CA | 223.4 M |
|
Valley Brook Capital Group Inc
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PA | 223.3 M |
|
Branson Frank A Inc
✚
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CA | 223.2 M |