Firm profile

EUBEL BRADY & SUTTMAN

MIAMISBURG, OHCRD 107316Latest ADV March 27, 2026

Eubel Brady & Suttman is an SEC registered investment adviser organized as a corporation with a primary office location in Miamisburg, OH. Its latest Form ADV filing, dated March 27, 2026, reports $2.1B in regulatory assets under management, 34 employees, and 1,885 accounts.

Assets Under Management
$2.1B
Employees
34
Offices
--
Total Clients
816
Primary office
MIAMISBURG, OH
10100 INNOVATION DRIVE, SUITE 410, MIAMISBURG, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOScott E. Lundy
CCOTeresa L. King
CFOKimberly A. Riley

Advisory services offered

7 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.4% of total clients.
Top client categories% of clientsClients
1
Individuals
53.4%
436
2
HNWI
39.1%
319
3
Charitable
2.8%
23
4
Pension Plans
2.2%
18
5
Corporations
1.7%
14

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.1Bas of March 27, 2026
Discretionary100.0%
$2.1B
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$2.1B
Total Accounts1,885
10Y AUM Change+$904M (+77.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees34
Clients per Employee24:1
10Y Employee Change+3 (+9.7%)

* 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.