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EASLEY INVESTMENT CONSULTANTS, INC.
CRD 307258File 801-118212
APPROVED
Retail clients
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$223.8M
Below cohort median (national)
Discretionary AUM
$211.1M
Non-discretionary $12.6M
Clients
357
841 accounts
Employees
3
Below cohort median in MS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 13, 2020
- Principal office
- 1050 NORTHPARK DRIVE, SUITE D, RIDGELAND, MS, 39157
- Phone
- 601-992-4101
- Website
- http://www.easleyinvest.co
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $223.8M
- Discretionary AUM
- $211.1M
- Non-discretionary AUM
- $12.6M
- Discretionary accounts
- 814
- Non-discretionary accounts
- 27
- Total accounts
- 841
- AUM per client
- $627K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $137.2M |
| Individuals (other than high net worth individuals) | 302 | $86.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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.