Beadell a D Investment Counsel Inc
● SEC registered since 1975CRD 106946SEC# 801-10677Mequon, WI
Reg. AUM
$250M
Employees
2
Accounts
130
Location
Mequon, WI
Beadell a D Investment Counsel Inc assets under management
Beadell a D Investment Counsel Inc operates as an SEC-registered investment adviser based in Mequon, WI. The firm has been registered since 1975. It reports $250 million in regulatory assets under management and employs 2 people.
Beadell a D Investment Counsel Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Dirk Beadell Control | President/Owner | 50-75% | 1975 |
| Anthony Dirk Beadell Control | Chief Compliance Officer | 50-75% | 2004 |
| Jon Sumner Beadell Control | Analyst & Portfolio Manager | 25-50% | 2023 |
Frequently asked questions
How much does Beadell a D Investment Counsel Inc manage?
Beadell a D Investment Counsel Inc reports $250 million in regulatory assets under management on its Form ADV.
How many employees does Beadell a D Investment Counsel Inc have?
Beadell a D Investment Counsel Inc reports 2 employees.
Where is Beadell a D Investment Counsel Inc located?
Beadell a D Investment Counsel Inc is based in Mequon, WI and has been SEC-registered since 1975.
Does Beadell a D Investment Counsel Inc disclose fund performance?
Beadell a D Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10224 N Port Washington Road, Mequon, WI 53092 |
| Phone | 262-241-0331 |
| Fax | 262-241-0332 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$250Mregulatory AUM
Discretionary $250M