Beadell A D Investment Counsel Inc
Firm details
- Headquarters
- Mequon, Wisconsin
- CRD number
- 106946
- Registered since
- April 4, 1975
- Website
- adbeadell.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.69%
- Charitable Organizations5.61%
- Individuals4.7%
- Other0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Beadell A D Investment Counsel Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1975. The firm bills itself as a traditional portfolio manager, serving both individual and family clients as well as institutional and business accounts. Its advisory work centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it charges clients on a percentage-of-assets-under-management basis. The firm does not identify as an active ESG investor, and its registration indicates a single-state footprint rather than a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- US Government Bonds16%
- Investment Grade Corp Bonds11%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Jon Beadell
Analyst and Portfolio ManagerCRD 5880945
Anthony Beadell
President and Senior Portfolio ManagerCRD 4333695
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$16.7M in ETFs
95%
$15.8M
5%
$868K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ABRDN GOLD ETF TRUST (SGOL) | Aberdeen Investments | Passive | Commodities Focused | $2.6M | 66,975 | 15.33% |
Location
Mequon, WI
Ozaukee
Location
Mequon, WI
Headquartered in Mequon, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- 10224 N Port Washington Rd
- Time zone
- CT (UTC-6)
- Office locations
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