$223.8M Total AUM
$211.1M Disc. AUM
-- 3Y CAGR
3 Employees
357 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
1050 Northpark Drive Suite D Ridgeland MS
About Easley Investment Consultants, Inc.
Easley Investment Consultants, Inc. is a Ridgeland, MS registered investment adviser providing financial and wealth planning alongside discretionary asset management. The team supports individuals and business owners/entrepreneurs with portfolio construction, asset allocation, and risk management, incorporating fixed income, mutual funds, ETFs, and annuity/insurance solutions when appropriate. Client assets are custodied with Charles Schwab.
Team overview
48 AVG AGE
$111.9M AVG AUM / ADVISOR
$626.8K AVG AUM / CLIENT
6.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
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Asset Classes
Focus
Client Personas
Alpha
Custodian
Prime prime Element element North Pioneer
Investment Themes
Zenith Vertex element Peak
Investment Vehicles
Insight
Services
Vertex prime Wave Foundation signal Alpha signal Optima Atlas radial Oak crest Summit vector
Technology
Ridge
Owner & Executives
C
CARL R EASLEY JR
Chief Compliance Officer, Senior Financial Advisor
- CRD
- #2778849
- Ownership
- 75% or more
(208) 872-1266
quantum.prime@bridgecapital.com
in linkedin.com/in/value-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
KELLY LEE ADAMS
--
- CRD
- #5526756
(273) 953-3423
prime.matrix@vectorcapital.com
in linkedin.com/in/catalyst-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,131,214 | $259,375 |
| Non-Discretionary | $12,648,176 | $468,451 |
| Total | $223,779,390 | $266,087 |
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Separately Managed Accounts
Total SMA Asset: $223,779,390
Public Funds:
9.5% Equity - Exchange:
11.9% Cash:
55.9% Corporate - Investment Grade:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $38,748,354 | 9.5% |
| Equity - Exchange | $48,537,412 | 11.9% |
| Cash | $228,003,472 | 55.9% |
| Corporate - Investment Grade | $92,588,172 | 22.7% |
| Total | $407,877,410 | 100.0% |