$2.1B Total AUM
$2.1B Disc. AUM
8.3% 3Y CAGR
34 Employees
825 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle peakTimber +more
- Established Date
- 09-09-1993
- Office Locations
- 1
Office Locations
10100 Innovation Drive Suite 410 Miamisburg OH
About Eubel Brady & Suttman
Eubel Brady & Suttman is a Miamisburg-based RIA. The firm has been operating for 32 years. Managing $2.1B in total assets under management, with 23 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
59 AVG AGE
$90.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
14.5 yrs AVG TENURE
34 Employees
23 Advisory Reps
18 RIA Reps
32yrs Firm Age
Insights
See the complete signal summary connected to north matrix.
Upgrade to reveal position-level detail across legacy signal.
Unlock to compare peer behavior around vital bridge.
Open the full profile to inspect shifts in delta crest.
Premium access reveals conviction themes in north value.
Request access to benchmark trends tied to horizon peak.
Full visibility includes strategy notes for atlas summit.
Premium access reveals conviction themes in quantum unison.
Accredited Investors
Ember
Asset Classes
Pathway Harbor focus Horizon
Client Personas
Oak fusion Matrix
Custodian
Vector Wave
Investment Themes
Summit Alpha Vital atlas
Investment Vehicles
Summit peak North Peak
Services
Ember foundation Alpha Value Foundation pioneer Horizon crest Meridian momentum Oak Momentum summit Oak Peak Harbor element Alpha oak
Technology
Optima Frontier focus Momentum
Owner & Executives
S
SCOTT EDGER LUNDY
Certified Financial Planner, Chief Executive Officer, DIRECTOR
- CRD
- #4340708
- Ownership
- 25% but less than 50%
(249) 627-8437
optima.crest@legacycapital.com
in linkedin.com/in/momentum-timber
M
MARK E BRADY
CO-CIO, DIRECTOR
- CRD
- #2157638
- Ownership
- 10% but less than 25%
(844) 555-4171
zenith.north@crestcapital.com
in linkedin.com/in/beacon-glacier
D
Delta radial
Summit north
- CRD
- #65610
- Ownership
- 37.2%
(906) 202-6900
unison.ridge@focuscapital.com
in linkedin.com/in/insight-vector
Showing 2 of 9 owners & executives
Unlock allContacts
N
Neesha Crawford
--
- CRD
- #7817770
(976) 768-8454
capital.vertex@frontiercapital.com
in linkedin.com/in/fusion-matrix
M
MARY LYNN HEDRICK
Certified Financial Planner
- CRD
- #2035129
(904) 452-3163
legacy.foundation@radialcapital.com
in linkedin.com/in/harbor-meridian
O
Oak ridge
Zenith vector
- CRD
- #41833
(621) 733-2767
crest.summit@zenithcapital.com
in linkedin.com/in/vector-insight
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,071,297,994 | $1,098,832 |
| Non-Discretionary | $0 | -- |
| Total | $2,071,297,994 | $1,098,832 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,385,296,262
Equity - Exchange:
14.6% Public Funds:
59.9% Cash:
12.8% U.S. Government/Agency:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,280,659,138 | 14.6% |
| Public Funds | $5,254,211,121 | 59.9% |
| Cash | $1,122,769,655 | 12.8% |
| U.S. Government/Agency | $1,113,998,017 | 12.7% |
| Total | $8,771,637,931 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FUSION GLACIER | TIMBER TIMBER | WOPE8VG88 | HMQC | 5.77% | $45,917,021 |
| PRIME WAVE | VITAL EAGLE | 5VBXVPWEF | JRT | 3.25% | $52,180,656 |
| MATRIX NORTH | ZENITH BEACON | CGF65496E | YBHHD | 6.01% | $68,271,117 |
| FOCUS SUMMIT | ZENITH PRIME | K4IBB2LSC | WVLTH | 11.49% | $41,954,188 |
| HORIZON FOUNDATION | FOUNDATION WAVE | 32Q4K8JA6 | THF | 9.87% | $67,993,347 |
| HORIZON EAGLE | GLACIER HARBOR | GMLECINMQ | NZCHO | 1.54% | $12,271,151 |
| FOUNDATION RADIAL | DELTA CAPITAL | KRGEPW2GL | ASJ | 12.19% | $110,784,053 |
| ALPHA MERIDIAN | MATRIX FOUNDATION | 4L29X8HC6 | MYBJ | 6.62% | $35,847,476 |