{
  "crd_number": 106946,
  "slug": "beadell-a-d-investment-counsel-inc-mequon-wi-106946",
  "primary_business_name": "BEADELL A D INVESTMENT COUNSEL INC",
  "legal_name": "BEADELL A D INVESTMENT COUNSEL INC",
  "dbas": [],
  "city": "Mequon",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1975-04-04",
  "years_registered": 51,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": 250005853.0,
  "raum_discretionary": 250005853.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 18205.0,
      "count": 1,
      "description": "A.D. BEADELL CORPORATE",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 14015024.0,
      "count": 5
    },
    "individuals": {
      "raum": 11740490.0,
      "count": 25
    },
    "high_net_worth_individuals": {
      "raum": 224232134.0,
      "count": 65
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "IL",
    "WI"
  ],
  "websites": [
    "https://adbeadell.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106946",
  "city_as_filed": "MEQUON",
  "url": "https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946",
  "display_name": "Beadell a D Investment Counsel Inc",
  "summary": "Beadell a D Investment Counsel Inc is an SEC-registered investment advisory firm in Mequon, WI, registered since 1975, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. Beadell a D Investment Counsel Inc (CRD 106946): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Beadell a D Investment Counsel Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Beadell a D Investment Counsel Inc reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Beadell a D Investment Counsel Inc located?",
      "a": "Beadell a D Investment Counsel Inc's principal office is in Mequon, WI, according to its Form ADV."
    },
    {
      "q": "Is Beadell a D Investment Counsel Inc registered with the SEC or a state?",
      "a": "Beadell a D Investment Counsel Inc is an SEC-registered investment advisory firm, registered since 1975. Status as filed: Approved. CRD 106946."
    },
    {
      "q": "How much does Beadell a D Investment Counsel Inc manage?",
      "a": "Beadell a D Investment Counsel Inc reports $250,005,853 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have Beadell a D Investment Counsel Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Beadell a D Investment Counsel Inc: Regulatory assets under management: $195,068,000 in the October 2021 data and $250,005,853 in the October 2026 data, up 28%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Beadell a D Investment Counsel Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (25); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Beadell a D Investment Counsel Inc use?",
      "a": "Beadell a D Investment Counsel Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC and UBS Clearing Services Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Beadell a D Investment Counsel Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106946"
    },
    {
      "q": "Does Beadell a D Investment Counsel Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 18, 2026 says: \"Portfolios considered for management by A. D. Beadell generally have a minimum of $500,000 in assets. Portfolios with smaller values may be considered in certain cases.\""
    },
    {
      "q": "What changed in Beadell a D Investment Counsel Inc's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $217,281,000 to $250,005,853 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 195068000.0,
      "total_employees": 2,
      "filing_date": "2021-02-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 216518000.0,
      "total_employees": 2,
      "filing_date": "2022-06-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 194388000.0,
      "total_employees": 2,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 183919000.0,
      "total_employees": 2,
      "filing_date": "2024-02-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 217281000.0,
      "total_employees": 2,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 250005853.0,
      "total_employees": 2,
      "filing_date": "2026-02-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $217,281,000 to $250,005,853 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Portfolios considered for management by A. D. Beadell generally have a minimum of $500,000 in assets. Portfolios with smaller values may be considered in certain cases."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Portfolios considered for management by A. D. Beadell generally have a minimum of $500,000 in assets. Portfolios with smaller values may be considered in certain cases."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley & Co. LLC",
      "name_as_filed": "MORGAN STANLEY & CO. LLC",
      "affiliated": false
    },
    {
      "name": "UBS Clearing Services Corporation",
      "name_as_filed": "UBS CLEARING SERVICES CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 11740490.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 224232134.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 14015024.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 18205.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106946",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}