EASLEY INVESTMENT CONSULTANTS, INC.

Overview

Easley Investment Consultants, Inc. is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for individual and family clients. Registered with the SEC in 2020, the firm combines financial planning and portfolio management with the selection and oversight of third‑party managers. Its advisory scope includes tailored planning for individuals and small businesses, and it reports offering pension consulting services and the ability to engage outside advisers when clients’ needs require specialist solutions. Investment activity is concentrated in pooled public vehicles rather than direct-stock strategies: the firm favors mutual funds and other public funds as the primary building blocks of client portfolios. Fee arrangements are a mix of asset-based fees and hourly billing, which supports both ongoing discretionary portfolio management and project-based planning or consulting work. Easley Investment Consultants does not classify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices