A complete list of active advisors currently associated with Eubel Brady & Suttman

Warmer can help you find a great advisor at Eubel Brady & Suttman or one who fits your needs even better.

Eubel Brady & Suttman provides discretionary investment management and financial planning to individuals (including high-net-worth clients), retirement plans, trusts, and other pooled vehicles, using a team-based advisory model. The firm also accepts institutional-type clients through its role as adviser or manager to investment companies and pooled investment vehicles alongside its separately managed accounts. The firm's Research Group applies fundamental analysis and long-term purchase strategies across a range of named management styles (equity, balanced, mutual-fund-focused, and income-oriented), and it may use its proprietary mutual funds as portfolio components when appropriate. EBS executes portfolio management on a discretionary basis, may select unaffiliated external managers for portions of client assets, and discloses operational controls including use of third-party systems and certain AI tools for internal processes. What distinguishes EBS from many peers is its active role as adviser to two proprietary mutual funds and as manager of multiple private pooled LLCs (senior living, residential development and municipal bond funds), structures that are only open to its clients and are subject to annual PCAOB-audited financials. These affiliated investment vehicles include incentive or performance-based compensation arrangements with priority-return and profit-allocation features, and the firm limits which custodial accounts may hold Fund shares — attributes that are uncommon among firms in its peer group.

To learn more about the advisors currently working at Eubel Brady & Suttman, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.