{
  "crd_number": 107316,
  "slug": "eubel-brady-and-suttman-miamisburg-oh-107316",
  "primary_business_name": "EUBEL BRADY & SUTTMAN",
  "legal_name": "EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC",
  "dbas": [
    "EBS ASSET MANAGEMENT",
    "EUBEL BRADY & SUTTMAN INVESTMENT + WEALTH MANAGEMENT"
  ],
  "city": "Miamisburg",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "19430",
  "metro": {
    "cbsa_code": "19430",
    "common_name": "Dayton",
    "msa_name": "Dayton-Kettering-Beavercreek, OH",
    "path": "/advisors/oh/dayton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1993-09-09",
  "years_registered": 33,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 2071297994.0,
  "raum_discretionary": 2071297994.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 34,
  "advisory_employees": 23,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 60906719.0,
      "count": 23
    },
    "individuals": {
      "raum": 137536588.0,
      "count": 436
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 573831631.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 64505413.0,
      "count": 18
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1062413015.0,
      "count": 319
    },
    "pooled_investment_vehicles": {
      "raum": 112170101.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 59934527.0,
      "count": 14
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MI",
    "NC",
    "NE",
    "NH",
    "NV",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://ebsinvests.com",
    "https://linkedin.com/COMPANY/EBS-INVESTMENT-AND-WEALTH-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107316",
  "city_as_filed": "MIAMISBURG",
  "url": "https://advisorcensus.com/firm/eubel-brady-and-suttman-miamisburg-oh-107316",
  "display_name": "Eubel Brady & Suttman",
  "summary": "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.",
  "citation": "AdvisorCensus. Eubel Brady & Suttman (CRD 107316): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Eubel Brady & Suttman compensated?",
      "a": "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."
    },
    {
      "q": "Where is Eubel Brady & Suttman located?",
      "a": "Eubel Brady & Suttman's principal office is in Miamisburg, OH, according to its Form ADV."
    },
    {
      "q": "Is Eubel Brady & Suttman registered with the SEC or a state?",
      "a": "Eubel Brady & Suttman is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 107316."
    },
    {
      "q": "How much does Eubel Brady & Suttman manage?",
      "a": "Eubel Brady & Suttman reports $2,071,297,994 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Eubel Brady & Suttman's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Eubel Brady & Suttman serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Eubel Brady & Suttman use?",
      "a": "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."
    },
    {
      "q": "Does Eubel Brady & Suttman 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/107316"
    },
    {
      "q": "Does Eubel Brady & Suttman state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Eubel Brady & Suttman's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1265146246.0,
      "total_employees": 29,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1597446131.0,
      "total_employees": 32,
      "filing_date": "2022-05-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1810575256.0,
      "total_employees": 33,
      "filing_date": "2023-05-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1975010865.0,
      "total_employees": 33,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1825533881.0,
      "total_employees": 36,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2071297994.0,
      "total_employees": 34,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "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
    }
  ],
  "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/eubel-brady-and-suttman-miamisburg-oh-107316.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 436,
      "fewer_than_5": false,
      "raum": 137536588.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 319,
      "fewer_than_5": false,
      "raum": 1062413015.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 573831631.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 112170101.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 64505413.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 23,
      "fewer_than_5": false,
      "raum": 60906719.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 59934527.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/107316",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}