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 operates as a corporation owned by individuals. The firm serves both high-net-worth individuals and families as well as institutional clients and acts as a capital allocator on behalf of those clients. Its fee arrangements include percentage-of-AUM billing, performance-based fees, and other fee types. The firm’s advisory mandate spans financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and investment companies, as well as for businesses and institutions. It also provides pension consulting services and conducts selection-of-other-advisers work. Eubel Brady & Suttman notes an industry affiliation with a law firm and identifies that it is not an active ESG investor and is not registered as a multistate adviser. The firm has been recognized on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, 2021 and 2025.