← Directory
EADS & HEALD WEALTH MANAGEMENT
Legal name: R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524File 801-29263
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$240.5M
Below cohort median (national)
Discretionary AUM
$240.5M
Clients
229
229 accounts
Employees
6
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 30, 1987
- Principal office
- 2100 RIVEREDGE PKWY N.W. STE 760, ATLANTA, GA, 30328
- Phone
- 770-988-9556
- Website
- HTTP://WWW.EADSHEALD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $240.5M
- Discretionary AUM
- $240.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 229
- Non-discretionary accounts
- 0
- Total accounts
- 229
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.7M |
| High net worth individuals | 107 | $181.8M |
| Pension and profit sharing plans | Fewer than 5 | $8.0M |
| Individuals (other than high net worth individuals) | 122 | $42.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.