# Beadell a D Investment Counsel Inc

> 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.

- CRD: 106946
- Filed as: BEADELL A D INVESTMENT COUNSEL INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mequon, WI
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106946
- AdvisorCensus page: https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946

## Quick answers

**How is Beadell a D Investment Counsel Inc compensated?**
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.

**Where is Beadell a D Investment Counsel Inc located?**
Beadell a D Investment Counsel Inc's principal office is in Mequon, WI, according to its Form ADV.

**Is Beadell a D Investment Counsel Inc registered with the SEC or a state?**
Beadell a D Investment Counsel Inc is an SEC-registered investment advisory firm, registered since 1975. Status as filed: Approved. CRD 106946.

**How much does Beadell a D Investment Counsel Inc manage?**
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).

**How have Beadell a D Investment Counsel Inc's assets and staff changed since 2021?**
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.

**What types of clients does Beadell a D Investment Counsel Inc serve?**
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).

**Which custodians does Beadell a D Investment Counsel Inc use?**
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.

**Does Beadell a D 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 SEC record: https://adviserinfo.sec.gov/firm/summary/106946

**Does Beadell a D Investment Counsel Inc state an account minimum?**
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."

**What changed in Beadell a D Investment Counsel Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $217,281,000 to $250,005,853 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $500,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley & Co. LLC
- UBS Clearing Services Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $250,005,853
- Discretionary: $250,005,853
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $11,740,490 |
| High net worth individuals | 65 | $224,232,134 |
| Charitable organizations | 5 | $14,015,024 |
| Other | 1 | $18,205 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1975 (51 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IL, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adbeadell.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $195,068,000 | 2 | February 10, 2021 |
| October 2022 | $216,518,000 | 2 | June 4, 2022 |
| October 2023 | $194,388,000 | 2 | March 17, 2023 |
| October 2024 | $183,919,000 | 2 | February 28, 2024 |
| October 2025 | $217,281,000 | 2 | March 14, 2025 |
| October 2026 | $250,005,853 | 2 | February 18, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $217,281,000 to $250,005,853 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beadell a D Investment Counsel Inc (CRD 106946): Form ADV filing data as of October 2026.