R. Stewart Eads Investment Counsel, Inc.
- Regulatory AUM
- $240M
- Discretionary
- $240M
- Clients
- 229
- Avg AUM / client
- $1.1M
- Accounts
- 229
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $42.9M | 17.9% |
| High net worth individuals | 107 | $182M | 75.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.0M | 3.34% |
| Charitable organizations | Fewer than 5 clients | $7.7M | 3.22% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Stewart Eads | President | CFA | Mar 1987 (39y) | Less than 5% |
| Thomas Farmer Heald | Vice President | CFA | Jun 1987 (39y) | 50% – 75% |
| Matthew Scott Eads | Chief Compliance Officer | CFA | Mar 2004 (22y) | 50% – 75% |
| Scott Mcallister Stewart | Registered representative | CFP CFA | Sep 2002 (24y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $109M (45% of AUM) Mar 2026
- Morgan Stanley $40.1M (17% of AUM) Mar 2026
- Wells Fargo $24.9M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗