CRD: 307258
Easley Investment Consultants, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-13-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 14, 2025 and January 30, 2026, reported AUM increased 12.9%, from $198.3M to $223.8M.
Across 5 reported observations, AUM increased 34.6% between March 24, 2022 and January 30, 2026, from $166.3M to $223.8M.
Of the latest reported AUM, 94.3% is discretionary and 5.7% is non-discretionary.
The firm reports 2 advisory representatives and 357 clients, or 178.5 clients per representative. That equates to $626.8K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CARL R EASLEY JR
Chief Compliance Officer, Senior Financial Advisor
- CRD
- #2778849
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KELLY LEE ADAMS
Financial Advisor
- CRD
- #5526756
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Easley Investment Consultants, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.