# Eads & Heald Wealth Management

> Eads & Heald Wealth Management is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1987, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 105524
- Filed as: EADS & HEALD WEALTH MANAGEMENT
- Legal name: R. Stewart Eads Investment Counsel, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105524
- AdvisorCensus page: https://advisorcensus.com/firm/eads-and-heald-wealth-management-atlanta-ga-105524

## Quick answers

**How is Eads & Heald Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Eads & Heald Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Eads & Heald Wealth Management located?**
Eads & Heald Wealth Management's principal office is in Atlanta, GA, according to its Form ADV.

**Is Eads & Heald Wealth Management registered with the SEC or a state?**
Eads & Heald Wealth Management is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105524.

**How much does Eads & Heald Wealth Management manage?**
Eads & Heald Wealth Management reports $240,493,266 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Eads & Heald Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Eads & Heald Wealth Management: Regulatory assets under management: $221,054,537 in the October 2021 data and $240,493,266 in the October 2026 data, up 9%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eads & Heald Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122); high net worth individuals (107).

**Which custodians does Eads & Heald Wealth Management use?**
Eads & Heald Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab, Morgan Stanley and Wells Fargo as custodians holding 10% or more of its separately managed account assets.

**Does Eads & Heald Wealth Management 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/105524

**What changed in Eads & Heald Wealth Management's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in SC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Morgan Stanley
- Wells Fargo

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: $240,493,266
- Discretionary: $240,493,266
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $42,934,187 |
| High net worth individuals | 107 | $181,794,320 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,031,264 |
| Charitable organizations | Fewer than 5 | $7,733,495 |

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

### Firm details
- Registered since: 1987 (39 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, NC, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [eadsheald.com](https://eadsheald.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $221,054,537 | 6 | August 31, 2021 |
| October 2022 | $265,069,300 | 6 | March 17, 2022 |
| October 2023 | $235,611,728 | 6 | March 30, 2023 |
| October 2024 | $247,673,003 | 6 | April 9, 2024 |
| October 2025 | $237,235,967 | 6 | March 31, 2025 |
| October 2026 | $240,493,266 | 6 | March 30, 2026 |

Regulatory assets under management: $221,054,537 in the October 2021 data and $240,493,266 in the October 2026 data, up 9%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eads & Heald Wealth Management (CRD 105524): Form ADV filing data as of October 2026.