Beadell A D Investment Counsel Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Mequon, WI. Its latest Form ADV filing, dated February 18, 2026, reports $250M in regulatory assets under management, 2 employees, 1 office, and 130 accounts.
Assets Under Management
$250M
Employees
2
Offices
1 office
Total Clients
96
Primary office
MEQUON, WI
10224 N PORT WASHINGTON ROAD, MEQUON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
65
2
Individuals
26.0%
25
3
Charitable
5.2%
5
4
A.D. BEADELL CORPORATE
1.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of February 18, 2026
Discretionary100.0%
$250M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$250M
Total Accounts130
10Y AUM Change+$60M (+31.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee48:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.