SourcingSourcing

R. STEWART EADS INVESTMENT COUNSEL, INC.

B63
CRD 105524·SEC 801-29263·ATLANTA, GA
AUM
$240.5M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$721K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD
105524
SEC file #
801-29263
EIN
—
DBA names
Eads & Heald Wealth Management

Economics

AUM
$240.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$178.4M → $240.5M▲ +35%
Client mix
Individuals Other122
Individuals High Net Worth107

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
eadsheald.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEALD, THOMAS, FARMER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HEALD, THOMAS, FARMER
EADS, MATTHEW, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EADSHEALD.COM
Rdap Domain Creation Date
2000-07-24T22:13:17Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab4
Raymond James4
Wells Fargo4
Morgan Stanley4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-24T22:13:17Z
Rdap Domain Last Changed
2024-06-24T11:11:26Z
Rdap Nameservers
Ns2.wixdns.netNs3.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2251114
Trust Company Affiliate
No

People (4)

4
HEALD, THOMAS, FARMER
IAR · Direct Owner · 62.5%
2251114
EADS, MATTHEW, SCOTT
IAR · Direct Owner · 62.5%
4769512
EADS, ROBERT, STEWART
IAR · Executive Officer · 2.5%
2328096
SCOTT MCALLISTER STEWART
IAR
4571128