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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- TimberAlpha capital +more
- Established Date
- 03-30-1987
- Office Locations
- 1
Office Locations
About Eads & Heald Wealth Management
Eads & Heald Wealth Management is an Atlanta-based boutique RIA founded in 1987, providing personalized financial planning, wealth management, and disciplined investment management for individuals, families, and businesses (including entrepreneurs). Portfolios follow a custom Investment Policy Statement with broad diversification, high-quality holdings, and risk-aligned exposure, often implemented with ETFs and fixed income. Operates as a fiduciary; custody includes Schwab.
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Owner & Executives
MATTHEW SCOTT EADS
Chief Compliance Officer, Portfolio Manager
- CRD
- #4769512
- Ownership
- 50% but less than 75%
THOMAS FARMER HEALD
Vice President
- CRD
- #2251114
- Ownership
- 50% but less than 75%
Radial beacon
Legacy harbor
- CRD
- #89857
- Ownership
- 29.7%
Showing 2 of 3 owners & executives
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SCOTT MCALLISTER STEWART
Financial Planner
- CRD
- #4571128
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,493,266 | $1,050,189 |
| Non-Discretionary | $0 | -- |
| Total | $240,493,266 | $1,050,189 |
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Separately Managed Accounts
Total SMA Asset: $240,493,266
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,167,440,829 | 33.7% |
| Cash | $1,285,224,177 | 37.1% |
| Corporate - Investment Grade | $758,663,328 | 21.9% |
| Municipal Bonds | $252,887,777 | 7.3% |
| Total | $3,464,216,111 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS LEGACY | PATHWAY VITAL | TC36TB6OX | HPFL | 2.08% | $28,979,456 |
| ZENITH OPTIMA VERTEX | VERTEX VALUE | AT5H0JQGG | MMMN | 7.91% | $86,828,087 |
| VALUE VERTEX | SIGNAL DELTA | 69BZJSEWU | YQXBZ | 6.23% | $25,960,118 |
| CREST FOCUS GLACIER | GLACIER UNISON | 51XS0COOQ | VNL | 9.17% | $27,088,806 |
| NORTH PATHWAY EAGLE | MATRIX EMBER | ENX5KBGVG | VOO | 10.35% | $27,859,765 |
| BRIDGE PATHWAY ELEMENT | TIMBER FUSION | OQ59CHK9R | FWFY | 7.15% | $91,760,051 |
| WAVE VERTEX SUMMIT | VERTEX FUSION | NEFSQSCG1 | ILQ | 12.17% | $35,229,281 |
| WAVE BEACON | HORIZON PEAK | SGOT187O8 | DBV | 7.45% | $63,195,371 |