R. Stewart Eads Investment Counsel, Inc. is a large advisory firm based in Atlanta. It manages $178.41 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 5 other states.
R. Stewart Eads Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of R. Stewart Eads Investment Counsel, Inc. is $178.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay R. Stewart Eads Investment Counsel, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Robert Stewart Eads is high net worth individuals with 108 clients and $109.93 million of assets under management. Among the 9 most similar advisory firms, R. Stewart Eads Investment Counsel has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $160.88 million for 270 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
R. Stewart Eads Investment Counsel doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Stewart Eads has been acting as President since 1 Mar 1987. Matthew Scott Eads joined the executive team most recently as the Chief Compliance Officer.
The principal office where R. Stewart Eads Investment Counsel, Inc. performs its advisory services is located at 2100 Riveredge Pkwy N.W. Ste 760, Atlanta, GA 30328, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-988-9556 or by fax 770-988-9378. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at eadsheald.com.