EUBEL BRADY & SUTTMAN

RIASEC RegisteredEst. 1993

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, SEC-registered investment adviser organized as a corporation and in business since 1993. The firm is owned privately and positions itself as a capital allocator for both high-net-worth individuals and institutional clients. Its fee arrangements include percentage-of-AUM charges and arrangements that can include performance-based fees. The firm offers a broad set of advisory services: financial planning; discretionary portfolio management for individuals, small businesses, investment companies and pooled vehicles; portfolio management for businesses or institutions; and the selection of other advisers. Eubel Brady & Suttman does not identify as an active ESG investor and is not described as a multi-state adviser in the snapshot. The firm has been recognized by CNBC as one of the Top 100 Financial Advisory Firms in 2019, 2020, 2021, and 2025.