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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-04-1975
- Office Locations
- 1
Office Locations
About Beadell A D Investment Counsel INC
A.D. Beadell Investment Counsel is a Wisconsin-based investment advisor providing individualized, conservative portfolio management for families, businesses, and charitable organizations, including retirement accounts, trusts, and endowments. Portfolios lean toward ETF-based allocations with meaningful high-quality bond exposure, and the firm intentionally serves a limited client roster. Publishes a quarterly investment letter and works with major custodians such as Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANTHONY DIRK BEADELL
Chief Compliance Officer, Owner, President, Senior Portfolio Manager
- CRD
- #4333695
- Ownership
- 50% but less than 75%
JON SUMNER BEADELL
ANALYST, PORTFOLIO MANAGER, President, Senior Portfolio Manager
- CRD
- #5880945
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,005,853 | $1,923,122 |
| Non-Discretionary | $0 | -- |
| Total | $250,005,853 | $1,923,122 |
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Separately Managed Accounts
Total SMA Asset: $250,005,853
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $173,500,798 | 8.3% |
| U.S. Government/Agency | $340,730,483 | 16.3% |
| Corporate - Investment Grade | $484,966,086 | 23.2% |
| Public Funds | $303,103,804 | 14.5% |
| Cash | $186,043,024 | 8.9% |
| Other | $602,026,866 | 28.8% |
| Total | $2,090,371,061 | 100.0% |