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BEADELL A D INVESTMENT COUNSEL INC
CRD 106946File 801-10677
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.0M
Below cohort median (national)
Discretionary AUM
$250.0M
Clients
95
130 accounts
Employees
2
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 4, 1975
- Principal office
- 10224 N PORT WASHINGTON ROAD, MEQUON, WI, 53092
- Phone
- 262-241-0331
- Website
- http://adbeadell.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.0M
- Discretionary AUM
- $250.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 130
- Non-discretionary accounts
- 0
- Total accounts
- 130
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $14.0M |
| High net worth individuals | 65 | $224.2M |
| Individuals (other than high net worth individuals) | 25 | $11.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 17, 2026 | Clients | 96 | 95 |
| 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.