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, privately owned registered investment adviser organized as a corporation and SEC‑registered since 1993. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that also selects and works with third‑party managers. Its advisory services span financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting and the selection of other advisers. Fee arrangements include a percentage‑of‑AUM component, performance‑based fees and other structures. The firm is not an active ESG investor and is not classified as a multi‑state adviser. Industry affiliation listed in public filings includes a relationship with a law firm. Eubel, Brady & Suttman has been named to CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, 2021 and 2025.