Eubel Brady & Suttman
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Overview
Eubel Brady & Suttman is an advisory company headquartered in Miamisburg, Ohio. The firm handles $1.8 billion in total assets throughout 1,760 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management (AUM). Eubel Brady & Suttman has a small team, including 33 financial advisors. Eubel Brady & Suttman does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like options, stocks and bonds.
Eubel Brady & Suttman manages all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices without requiring client approval. The firm's average account size is $1.0 million. An average advisor at Eubel Brady & Suttman manages around 53 client accounts, placing it towards the middle in terms of personalization.
Eubel Brady & Suttman's headquarters is at 10100 Innovation Drive, Miamisburg, Ohio 45342. The firm is legally registered to provide services to clients across 21 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eubel Brady & Suttman by the Numbers
$1.8 billion
33
1,760
$1.0 million
Products and Services
Eubel Brady & Suttman provides a variety of services, which can include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The company is engaged in selling products or offering services aside from investment advice to its customers. Eubel Brady & Suttman is affiliated with a number of other service providers in the financial services industry, including with a lawyer or law firm.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by the company can be comprised of the following fee structures: asset-based, performance-based or other. Eubel Brady & Suttman does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
Eubel Brady & Suttman works with a broad range of customers. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 1,760 customers, Eubel Brady & Suttman's largest client type is retail investors, though it also serves 270 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 34.13%
- Other Individuals - 59.8%
- Corporations - 5.31%
- Charitable Organizations - 0.76%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Eubel Brady & Suttman does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Eubel Brady & Suttman
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
Miamisburg, OH
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