A. D. Beadell Investment Counsel, Inc.
A. D. Beadell Investment Counsel, Inc. is an independent wealth management firm headquartered in Mequon, Wisconsin, United States. Founded over 50 years ago, the firm specializes in individualized and attentive portfolio management for families, businesses, and charitable organizations. A. D. Beadell serves a limited number of clients and emphasizes conservative investment strategies designed to navigate volatile global markets. The firm operates with a small team and focuses on long-term client relationships and prudent, client-centric service.
Investment Strategy
A. D. Beadell Investment Counsel employs a conservative, long-term investment approach, tailoring portfolios to the unique needs of each client. They focus on weathering economic cycles and market turbulence by building diversified and prudently managed portfolios. The firm’s investment philosophy emphasizes risk management and capital preservation, serving families, businesses, and charitable entities with personalized advice and hands-on management.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PRIM | Primoris Services Co | 6.16% | $9.1M | 65,920 | $22.35 | $137.33 | +$2.8M |
T TSM | Taiwan Semiconductor | 5.00% | $7.3M | 26,297 | $64.91 | $279.29 | +$42.0K |
E EPD | Enterprise Prd Prtnrs Lp | 3.32% | $4.9M | 155,910 | $21.27 | $31.27 | +$41.0K |
K KMI | Kinder Morgan Inc | 2.84% | $4.2M | 147,355 | $17.02 | $28.31 | -$164.0K |
R RTX | Raytheon Technologies Co | 2.41% | $3.5M | 21,155 | $97.79 | $167.33 | +$450.0K |