Eubel Brady & Suttman

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$1.1M

Accounts

1,885

Employees

Advisory reps

Firm details

Headquarters: Miamisburg, Ohio
CRD number: 107316
Registered since: September 9, 1993
Website: www.ebs-asset.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI51.29%
Investment Companies27.7%
Individuals6.64%
Pooled Investment Vehicles5.42%
Pension & Profit Sharing Plans3.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Eubel Brady & Suttman is an independent, privately owned registered investment adviser that has been SEC registered since 1993. The firm describes itself as a capital allocator serving both high‑net‑worth individuals and families as well as institutional clients. Its advisory menu spans financial planning, portfolio management for individuals, businesses and pooled investment vehicles, pension consulting and the selection of sub‑advisers. Fee arrangements include traditional percentage‑of‑AUM billing plus performance‑based and other fee structures. Eubel Brady & Suttman lists an industry affiliation with a law firm and has been named to CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, 2021 and 2025.