Eubel Brady & Suttman

RIASEC RegisteredEst. 1993

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$1.1M

Accounts

1,885

Employees

Advisory reps

Firm details

Headquarters: Miamisburg, Ohio
CRD number: 107316
Registered since: September 9, 1993
Website: www.ebs-asset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI51.29%
Investment Companies27.7%
Individuals6.64%
Pooled Investment Vehicles5.42%
Pension & Profit Sharing Plans3.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Eubel Brady & Suttman is an independent registered investment adviser that has been SEC-registered since 1993 and is privately owned. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that selects third-party managers when appropriate. Advisory services span financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, and the selection of other advisers. Compensation includes percentage-of-assets fees and performance-based arrangements. The firm is not identified as an active ESG investor. It reports an industry affiliation with a law firm and maintains a business model oriented toward multi-asset portfolio construction with an emphasis on equities and third-party alternative allocations. Eubel Brady & Suttman has been recognized repeatedly on CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2021, 2025).