# Easley Investment Consultants, Inc.

> Easley Investment Consultants, Inc. is an SEC-registered investment advisory firm in Ridgeland, MS, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 307258
- Filed as: EASLEY INVESTMENT CONSULTANTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ridgeland, MS
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307258
- AdvisorCensus page: https://advisorcensus.com/firm/easley-investment-consultants-inc-ridgeland-ms-307258

## Quick answers

**How is Easley Investment Consultants, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Easley Investment Consultants, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Easley Investment Consultants, Inc. charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Hourly rate: up to $300 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Easley Investment Consultants, Inc. located?**
Easley Investment Consultants, Inc.'s principal office is in Ridgeland, MS, according to its Form ADV.

**Is Easley Investment Consultants, Inc. registered with the SEC or a state?**
Easley Investment Consultants, Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307258.

**How much does Easley Investment Consultants, Inc. manage?**
Easley Investment Consultants, Inc. reports $223,779,390 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (94% discretionary).

**How have Easley Investment Consultants, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Easley Investment Consultants, Inc.: Regulatory assets under management: $145,913,046 in the October 2021 data and $223,779,390 in the October 2026 data, up 53%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Easley Investment Consultants, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (302); high net worth individuals (55).

**Which custodians does Easley Investment Consultants, Inc. use?**
Easley Investment Consultants, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Easley Investment Consultants, 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/307258

**Does Easley Investment Consultants, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "We do not require any minimum account size to engage our services."

**What changed in Easley Investment Consultants, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $198,293,849 to $223,779,390 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: None

> We do not require any minimum account size to engage our services.

- Hourly rate: up to $300 an hour (financial planning and consulting services)

> We typically charge hourly fees at a maximum rate of $300 per hour for financial planning and consulting services.

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.

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: $223,779,390
- Discretionary: $211,131,214
- Non-discretionary: $12,648,176

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 302 | $86,539,829 |
| High net worth individuals | 55 | $137,239,561 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $145,913,046 | 3 | March 29, 2021 |
| October 2022 | $166,303,459 | 5 | March 24, 2022 |
| October 2023 | $161,864,543 | 4 | March 9, 2023 |
| October 2024 | $178,232,498 | 5 | February 26, 2024 |
| October 2025 | $198,293,849 | 5 | March 18, 2025 |
| October 2026 | $223,779,390 | 3 | January 30, 2026 |

Regulatory assets under management: $145,913,046 in the October 2021 data and $223,779,390 in the October 2026 data, up 53%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $198,293,849 to $223,779,390 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Easley Investment Consultants, Inc. (CRD 307258): Form ADV filing data as of October 2026.