Beadell A D Investment Counsel Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$235,972,624
Clients
90
Advisors
2
of 2 employees
About
A.D. Beadell Investment Counsel, Inc. provides discretionary investment management and advisory services to individuals (including high‑net‑worth and non‑HNW clients) as well as pension and profit‑sharing plans, trusts, estates, nonprofit organizations, corporations and other entities. The firm manages about $250 million on a discretionary basis for roughly 90 client relationships and is run by a two‑person investment team.
The firm’s stated objective emphasizes conservation of principal and combines fundamental analysis of earnings and business prospects with technical analysis to help time decisions and select securities. Portfolios are tailored to client goals and may include domestic and foreign equities, short‑to‑intermediate fixed income (typically one to six years), ETFs and mutual funds for diversification, and, when appropriate, option strategies or limited use of margin and short sales.
Distinctive aspects include a long operating history (since 1975) and a compact advisory team managing a relatively large asset base for its size, concentrating research and decision‑making within the team. The firm charges asset‑based fees deducted quarterly in advance, does not use performance‑based fees, and discloses potential custodial and mutual fund share‑class conflicts (for example, revenue‑sharing/12b‑1 considerations) when recommending brokerage platforms.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.7% $1,000,001 - $2,000,000: 0.5% $2,000,001+: 0.3%
Account minimum: $500,000 Fee-only: Annual fees based on assets under management per tiered schedule: 0.7% on first $1M, 0.5% on next $1M, 0.3% over $2M
Main office
10224 N Port Washington Road
Mequon WI 53092
Advisors at this office
2
Most active in
Colorado · Illinois · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Anthony B
Mequon, WI
Beadell A D Investment Counsel Inc
Anthony Beadell is the principal of Beadell A D Investment Counsel Inc with 38 years of industry experience. He has been with A. D. Beadell Investment Counsel, Inc. since 1975. Beadell A D Investment Counsel Inc provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, nonprofit organizations, and corporations. The firm focuses on conservation of principal and combines fundamental and technical analysis to tailor portfolios that may include equities, fixed income, ETFs, mutual funds, and, when appropriate, option strategies.
Jon B
Series 65
Mequon, WI
Beadell A D Investment Counsel Inc
Jon Beadell is a financial advisor at A D Beadell Investment Counsel, Inc. in Mequon, WI, holding a Series 65 designation with 15 years of industry experience. He has been with A D Beadell Investment Counsel, Inc. since 2011. A D Beadell Investment Counsel, Inc. provides discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, nonprofit organizations, corporations, and other entities. The firm combines fundamental and technical analysis to manage approximately $250 million across about 90 client relationships, tailoring portfolios to client goals using a range of domestic and foreign equities, fixed income, ETFs, mutual funds, and, when appropriate, option strategies.
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