Fee-only adviser · Mequon, WI
Beadell a D Investment Counsel Inc
Beadell a D Investment Counsel Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mequon, Wisconsin. On its latest Form ADV, filed February 18, 2026, it reports $250M in regulatory assets under management, 90 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 106946 · SEC file 801-10677 |
| Office | 10224 N Port Washington Road Mequon, WI 53092 |
| Phone | (262) 241-0331 |
| Website | adbeadell.com |
| Regulatory assets under management | $250M |
| Individual clients | 25 non-high-net-worth, 65 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mequon
- Richmond Investment Services LLC $742M
- Spectrum Investment Advisors, Inc. $1.1B
- Denali Wealth Management, Inc. $226M
- Summit Financial Management LLC $65M
- The Kieckhefer Group $241M
- McDevitt & Bird Investment Management Co $8.9M
See all 7 fee-only advisers in Mequon →
Nearby
- Thiensville 1 firm
- Cedarburg 1 firm
- Grafton 1 firm
- Germantown 1 firm
- Milwaukee 34 firms
- Wauwatosa 3 firms
- Brookfield 8 firms
- Elm Grove 4 firms
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