← Directory
EASLEY INVESTMENT CONSULTANTS, INC.
CRD 307258File 801-118212
APPROVED
Retail clients
Filing as of Jan 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 5 | 3 | decreased by2 |
| Feb 1, 2026 | Clients | 366 | 357 | decreased by9 |
| Feb 1, 2026 | AUM | $198,293,849 | $223,779,390 | increased by$25,485,541 |
| Feb 1, 2026 | Accounts | 816 | 841 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 349 | 366 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $166,303,459 | $198,293,849 | increased by$31,990,390 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 794 | 816 | increased by22 |
| Apr 1, 2022 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2022 | Clients | 508 | 349 | decreased by159 |
| Apr 1, 2022 | AUM | $145,913,046 | $166,303,459 | increased by$20,390,413 |
| Apr 1, 2022 | Accounts | 761 | 794 | increased by33 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EASLEY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EASLEY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.