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BEADELL A D INVESTMENT COUNSEL INC

MEQUON, WI · CRD 106946 · IAPD ↗ · adbeadell.com · 262-241-0331

$250.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — BEADELL A D INVESTMENT COUNSEL INC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — BEADELL A D INVESTMENT COUNSEL INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — BEADELL A D INVESTMENT COUNSEL INC now reports custody of client assets ($2.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.