ADES Investment Counsel, Inc.

Ades Investment Counsel primarily serves individual and high‑net‑worth clients, along with retirement‑plan participants, trusts, pension/profit‑sharing plans and business entities, offering ongoing portfolio management, financial planning and investment consulting. The firm also provides investment advice specifically for self‑directed employer‑sponsored retirement plans and short‑term consulting engagements for clients who do not qualify for or elect not to use its discretionary management service.

The firm follows a long‑term, passive‑oriented investment approach grounded in Modern Portfolio Theory, using multi‑factor and mean‑variance analysis to construct diversified asset allocations and rebalancing portfolios as part of ongoing management. Portfolios are typically implemented with index‑type mutual funds and ETFs, with an emphasis on Dimensional Fund Advisors (DFA) funds and other low‑cost providers; because DFA funds are not broadly available to retail investors, AIC commonly recommends a specific national custodian to access those products and institutional services.

What distinguishes Ades from many peers is its accounting firm background and professional mix: the advisory team includes CPAs who also hold CFA charters and has roots in a long‑standing public accounting practice, a combination that is uncommon among supported firms. The firm manages a compact client roster with $82,860,118 in discretionary assets under management (as of December 31, 2025) and routinely relies on DFA research and institutional custodial relationships that shape its implementation and operational practices.