BEADELL A D INVESTMENT COUNSEL INC

Overview

Beadell A D Investment Counsel Inc is a privately owned advisory firm focused on discretionary portfolio management for individuals, families and institutional clients. The firm runs an equity-centered investment approach, favoring exchange-traded equities as its primary allocation while supplementing portfolios with ETFs, fixed income and third‑party alternative managers. Beadell typically charges fees as a percentage of assets under management and positions itself as a hands‑on manager of separate accounts rather than a large multi-state advisory platform; it is not identified as an active ESG investor. Registered with the SEC since 1975 and organized as a corporation under individual ownership, the firm concentrates on traditional portfolio management services for both personal and business/institutional clients. Its advisory work centers on customized, discretionary mandates where the firm builds concentrated equity sleeves and uses outside funds to add yield, real assets and hedge strategies where appropriate.

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