BEADELL A D INVESTMENT COUNSEL INC
CRD #106946 SEC #801-10677 MEQUON, WI 262-241-0331
SEC Registered
Total AUM
$217.3M
Discretionary
$217.3M
Employees
2
Clients
0
Accounts
124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.3M | $217.3M | $0 | 2 | 0 |
| Feb 2024 | $183.9M | $183.9M | $0 | 2 | 0 |
| Dec 2023 | $194.4M | $194.4M | $0 | 2 | 0 |
| Mar 2023 | $194.4M | $194.4M | $0 | 2 | 0 |
| Feb 2023 | $194.4M | $194.4M | $0 | 2 | 0 |
| Jun 2022 | $216.5M | $216.5M | $0 | 2 | 0 |
| Feb 2022 | $216.5M | $216.5M | $0 | 2 | 0 |
| Feb 2021 | $195.1M | $195.1M | $0 | 2 | 0 |
| Jun 2020 | $190.4M | $190.4M | $0 | 2 | 0 |
| Mar 2020 | $190.4M | $190.4M | $0 | 2 | 0 |
| Jan 2020 | $171.9M | $171.9M | $0 | 2 | 0 |
| Nov 2019 | $171.9M | $171.9M | $0 | 2 | 0 |
| Mar 2019 | $171.9M | $171.9M | $0 | 2 | 0 |
| Oct 2018 | $195M | $195M | $0 | 1 | 0 |
| Jun 2018 | $195M | $195M | $0 | 1 | 0 |
| Mar 2018 | $195M | $195M | $0 | 1 | 0 |
| Mar 2017 | $190M | $190M | $0 | 1 | 26 |
| Mar 2016 | $179.3M | $179.3M | $0 | 1 | 26 |
| Mar 2015 | $200.3M | $200.3M | $0 | 1 | 26 |
| Mar 2014 | $188M | $188M | $0 | 1 | 26 |
| Mar 2013 | $174M | $174M | $0 | 2 | 26 |
| Apr 2012 | $168M | $168M | $0 | 1 | 26 |
| Mar 2012 | $168M | $168M | $0 | 1 | 26 |
| Mar 2010 | $151.9M | $151.9M | $0 | 5 | -- |
| Mar 2007 | $150.1M | $150.1M | $0 | 5 | -- |
| Mar 2006 | $134.4M | $134.4M | $0 | 5 | -- |
| Sep 2005 | $130.8M | $130.8M | $0 | 5 | -- |
| Mar 2002 | $96.9M | $92M | $4.9M | 5 | -- |
DateMar 2025
Total AUM$217.3M
Discretionary$217.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$194.4M
Discretionary$194.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$194.4M
Discretionary$194.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$194.4M
Discretionary$194.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$216.5M
Discretionary$216.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees2
Clients26
DateApr 2012
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$168M
Discretionary$168M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$150.1M
Discretionary$150.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$96.9M
Discretionary$92M
Non-Disc.$4.9M
Employees5
Clients--