# Ades Investment Counsel, Inc.

> Ades Investment Counsel, Inc. is a state-registered investment advisory firm, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 136517
- Filed as: ADES INVESTMENT COUNSEL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136517
- AdvisorCensus page: https://advisorcensus.com/firm/ades-investment-counsel-inc-136517

## Quick answers

**How is Ades Investment Counsel, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ades Investment Counsel, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ades Investment Counsel, Inc. registered with the SEC or a state?**
Ades Investment Counsel, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136517.

**How much does Ades Investment Counsel, Inc. manage?**
Ades Investment Counsel, Inc. reports $82,860,118 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Ades Investment Counsel, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (11); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Does Ades Investment Counsel, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136517

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $82,860,118
- Discretionary: $82,860,118
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,065,230 |
| High net worth individuals | 11 | $53,660,736 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $24,134,152 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2005 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [robertades.com](https://robertades.com)
- Facebook @ADES-INVESTMENT-COUNSEL-INC-1490556271212598
- LinkedIn @ROBERTADES
- X @ROBERTADES3

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ades Investment Counsel, Inc. (CRD 136517): Form ADV filing data as of October 2026.