Data / Investment advisers / Wisconsin / Beadell a D Investment Counsel Inc
Beadell a D Investment Counsel Inc, Mequon, WI: $250 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Beadell a D Investment Counsel Inc is an SEC registered investment adviser with its main office in Mequon, Wisconsin and reports $250 million in regulatory assets under management in its Form ADV filed February 18, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
The request: Watch Beadell a D Investment Counsel Inc (CRD number 106946): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106946
- SEC file number
- 801-10677
- SEC status
- Approved, effective April 4, 1975
- Main office
- 10224 N Port Washington Road, Mequon, WI 53092
- Phone
- (262) 241-0331
- Website
- adbeadell.com
- Regulatory AUM
- $250,005,853 in the Form ADV filed February 18, 2026
- Discretionary AUM
- $250,005,853
- Accounts
- 130
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 65 | $224.2 million |
| Charitable organizations | 5 | $14 million |
| Individuals (other than high net worth individuals) | 25 | $11.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $250 million | February 18, 2026 |
| December 1, 2025 | $217.3 million | March 14, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mendota Financial Group, LLC | Madison | $254.2 million | Not listed | adviserinfo.sec.gov |
| Transcend Advisor Group, LLC | Milwaukee | $253.2 million | Not listed | adviserinfo.sec.gov |
| Morgan Dempsey Capital Management LLC | Milwaukee | $252.3 million | Not listed | adviserinfo.sec.gov |
| Baird Venture Partners Management Company IV, LLC | Milwaukee | $252.1 million | 2 | adviserinfo.sec.gov |
| Windward Wealth Strategies, Inc. | Oshkosh | $251.2 million | Not listed | adviserinfo.sec.gov |
| The Kieckhefer Group | Mequon | $240.8 million | Not listed | adviserinfo.sec.gov |
| Schamberger, Greylak & Utterback Wealth Management, LLC | LA Crosse | $236.4 million | Not listed | adviserinfo.sec.gov |
| Review Services Inc | Brookfield | $227.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Beadell a D Investment Counsel Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.