EADS & Heald Wealth Management

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Client assets under management

$224,728,507

Clients

229

47% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$981,347

About

Eads & Heald Wealth Management provides comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments and foundations. The firm manages separately managed equity and balanced portfolios and also offers standalone financial planning engagements.

The investment approach is a top‑down, fundamental process that emphasizes high‑quality, broadly diversified equity holdings with a tendency to remain fully invested and relatively infrequent trading; the firm also offers a high‑dividend‑yield (HDY) equity strategy that may be more sector‑concentrated. Portfolios may include individual stocks, bonds, mutual funds and ETFs, are managed on a discretionary basis, and the firm can provide model portfolios to third‑party platforms.

Noteworthy aspects relative to peers include the firm’s role as a portfolio manager for accounts in third‑party wrap fee programs and its capacity to act as a model provider for platform providers such as Envestnet. The adviser’s investment staff includes multiple CFA charterholders and a CFP professional, the firm has operated since 1987, and it maintains formal proxy‑voting, personal‑trading and code‑of‑ethics procedures.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Occupation focus

Retired Founder/Business Owner

Demographic focus

Established Professionals

Fee options

Fixed

Fixed fee for Standalone Financial Planning, generally $2,000 - $10,000.

Percentage

$0 - $200,000: 1.50% $200,001 - $400,000: 1.00% $400,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.50%

Other

Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $2,500 for combined Financial Planning and Investment Management services; may be waived or negotiated. Fee-only: Fixed fees for Standalone Financial Planning ranging generally from $2,000 to $10,000.

Main office location

EADS & Heald Wealth Management

2100 Riveredge Pkwy N.W. Ste 760

Atlanta GA 30328, United States

Number of offices

Most active in

Alabama · Florida · Georgia · New York · North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 770-988-9556

Advisors at this firm

Robert E

CFA®

Atlanta, GA

EADS & Heald Wealth Management

Robert Eads is a CFA® charterholder with 23 years of industry experience. He has been with Eads & Heald Investment Counsel since 1987. Eads & Heald Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm uses a top-down fundamental investment approach to construct diversified equity or balanced portfolios, emphasizing low turnover and full investment, and manages approximately $237 million across about 225 clients.

Wealth management Retired Founder/Business Owner Established Professionals

Thomas H

CFA®, Series 65

Atlanta, GA

EADS & Heald Wealth Management

Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.

Wealth management Retired Founder/Business Owner Established Professionals

Scott S

CFP®, CFA®

Atlanta, GA

EADS & Heald Wealth Management

Scott Stewart is a CFP® and CFA® with 23 years of experience in financial advising. He has been with Eads & Heald Investment Counsel since 1998. Eads & Heald Wealth Management offers discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment.

Wealth management Retired Founder/Business Owner Established Professionals

Matthew E

CFA®

Atlanta, GA

EADS & Heald Wealth Management

Matthew Eads is a CFA charterholder with 21 years of industry experience. He has been with Eads & Heald Investment Counsel since 1993. Eads & Heald Wealth Management is a four-advisor team based in Atlanta that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified equity or balanced portfolios with an emphasis on low turnover and full investment.

Wealth management Retired Founder/Business Owner Established Professionals

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