Beadell A D Investment Counsel Inc
- Regulatory AUM
- $250M
- Discretionary
- $250M
- Clients
- 96
- Avg AUM / client
- $2.6M
- Accounts
- 130
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $11.7M | 4.7% |
| High net worth individuals | 65 | $224M | 89.7% |
| Charitable organizations | 5 | $14.0M | 5.61% |
| Other | 1 | $18.2K | 0.01% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Dirk Beadell | President/Owner | Jan 1975 (52y) | 75% or more | |
| Jon Sumner Beadell | Analyst & Portfolio Manager | Feb 2011 (15y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $194M (78% of AUM) Feb 2026
- Morgan Stanley $47.0M (19% of AUM) Feb 2026
- Bmo Investment Distributors, Llc $21.1M (11% of AUM) Dec 2023
- UBS $8.6M (3% of AUM) Feb 2026
- Wells Fargo $6.9M (4% of AUM) Feb 2021
- Robert W. Baird & Co. Incorporated $2.6M (1% of AUM) Jun 2022
- Merrill Lynch $142K (0% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗