AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Ohio / Dayton / Eubel Brady & Suttman

Eubel Brady & Suttman

Miamisburg, OHSEC-registered investment adviserCRD 107316

Filed as EUBEL BRADY & SUTTMAN · Legal name Eubel Brady & Suttman Asset Management Inc

Eubel Brady & Suttman is an SEC-registered investment advisory firm in Miamisburg, OH, registered since 1993, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

33 years
registered since 1993
$2,071,297,994
assets under management
3 arrangements
Percentage of assets, Performance-based and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Eubel Brady & Suttman compensated?

On its Form ADV (Item 5.E, October 2026), Eubel Brady & Suttman reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

Where is Eubel Brady & Suttman located?

Eubel Brady & Suttman's principal office is in Miamisburg, OH, according to its Form ADV.

Is Eubel Brady & Suttman registered with the SEC or a state?

Eubel Brady & Suttman is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 107316.

How much does Eubel Brady & Suttman manage?

Eubel Brady & Suttman reports $2,071,297,994 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

How have Eubel Brady & Suttman's assets and staff changed since 2021?

In the Form ADV data for Eubel Brady & Suttman: Regulatory assets under management: $1,265,146,246 in the October 2021 data and $2,071,297,994 in the October 2026 data, up 64%. Total employees: 29 in October 2021 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Eubel Brady & Suttman serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (436); high net worth individuals (319); charitable organizations (23).

Which custodians does Eubel Brady & Suttman use?

Eubel Brady & Suttman'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 Eubel Brady & Suttman 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/107316

Does Eubel Brady & Suttman state an account minimum?

Its Form ADV Part 2A brochure dated July 15, 2026 says: "The minimum amount of assets for establishing a new relationship is $1,000,000, however, multiple client accounts may be aggregated to meet this minimum."

What changed in Eubel Brady & Suttman's recent Form ADV filings?

In the October 2026 filing data: Registered or notice-filed in CO.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $1,000,000

The brochure's wording
The minimum amount of assets for establishing a new relationship is $1,000,000, however, multiple client accounts may be aggregated to meet this minimum.

As stated in the firm's Form ADV Part 2A brochure dated July 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$2,071,297,994

$2,071,297,994 as of October 2026, filing dated September 1, 2026.

Discretionary: $2,071,297,994.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 436 Assets $137,536,588 (7%)
High net worth individuals
Clients 319 Assets $1,062,413,015 (51%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 1 Assets $573,831,631 (28%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 5 Assets $112,170,101 (5%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 18 Assets $64,505,413 (3%)
Charitable organizations
Clients 23 Assets $60,906,719 (3%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 14 Assets $59,934,527 (3%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Eubel Brady & Suttman Asset Management Inc
Also doing business as
EBS ASSET MANAGEMENT, EUBEL BRADY & SUTTMAN INVESTMENT + WEALTH MANAGEMENT
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1993 (33 years)
Employees
Total: 34. Performing investment advisory functions: 23.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
22 states or jurisdictions
ALAZCACOFLGAILINKYLAMINCNENHNVNYOHPASCTNTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.27B 2021 $1.6B 2022 $1.81B 2023 $1.98B 2024 $1.83B 2025 $2.07B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$2,071,297,99434September 1, 2026
October 2025$1,825,533,88136March 28, 2025
October 2024$1,975,010,86533March 28, 2024
October 2023$1,810,575,25633May 4, 2023
October 2022$1,597,446,13132May 4, 2022
October 2021$1,265,146,24629June 28, 2021

Regulatory assets under management: $1,265,146,246 in the October 2021 data and $2,071,297,994 in the October 2026 data, up 64%.

Total employees: 29 in October 2021 and 34 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Registered or notice-filed in CO.
  2. April 2026
    • Employees performing advisory functions went from 36 to 23.
    • Regulatory assets under management went from $1,825,533,881 to $2,071,297,994 (+13%).
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
ebsinvests.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Eubel Brady & Suttman (CRD 107316): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/eubel-brady-and-suttman-miamisburg-oh-107316