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EUBEL BRADY & SUTTMAN

MIAMISBURG, OH · CRD 107316 · IAPD ↗ · 937-291-1223

$2.07BRegulatory AUM
23Advisory reps
34Employees
9Clients
51-100Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — EUBEL BRADY & SUTTMAN notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — EUBEL BRADY & SUTTMAN shrank from 36 to 23 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — EUBEL BRADY & SUTTMAN reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
April 2024 — EUBEL BRADY & SUTTMAN moved its main office from DAYTON, OH to MIAMISBURG, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
80
April 2024 — EUBEL BRADY & SUTTMAN now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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