# Eubel Brady & Suttman

> 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.

- CRD: 107316
- Filed as: EUBEL BRADY & SUTTMAN
- 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)
- Location: Miamisburg, OH
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107316
- AdvisorCensus page: https://advisorcensus.com/firm/eubel-brady-and-suttman-miamisburg-oh-107316

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: $1,000,000

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

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 1993 (33 years)
- Employees: 34 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NE, NH, NV, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ebsinvests.com](https://ebsinvests.com)
- LinkedIn @EBS-INVESTMENT-AND-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,265,146,246 | 29 | June 28, 2021 |
| October 2022 | $1,597,446,131 | 32 | May 4, 2022 |
| October 2023 | $1,810,575,256 | 33 | May 4, 2023 |
| October 2024 | $1,975,010,865 | 33 | March 28, 2024 |
| October 2025 | $1,825,533,881 | 36 | March 28, 2025 |
| October 2026 | $2,071,297,994 | 34 | September 1, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CO.

### 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eubel Brady & Suttman (CRD 107316): Form ADV filing data as of October 2026.