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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EADS & HEALD WEALTH MANAGEMENT

R. STEWART EADS INVESTMENT COUNSEL, INC., CRD 105524

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64692c62-c319-4237-5c1c-e0f3a25583b5

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2011 to Mar 30, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $240MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $240M
Private client RAUM: $225MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $80.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 229
Individual clients: 122
High net worth clients: 107
SEC number: 801-29263
CRD: 105524
Filings on the tape: 25
First filed: Dec 2, 2011
Latest filed: Mar 30, 2026
Organised: Corporation, GA
Website: eadsheald.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS FARMER HEALD	Chartered Financial Analyst	ATLANTA, GA	34	39	n/a	no
SCOTT MCALLISTER STEWART	Certified Financial Planner\|Chartered Financial Analyst	ATLANTA, GA	24	27	n/a	no
MATTHEW SCOTT EADS	Chartered Financial Analyst	ATLANTA, GA	22	33	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EADS, ROBERT, STEWART	President	Na	yes	03/1987	Dec 2, 2011	Apr 9, 2024
HEALD, THOMAS, FARMER	VICE PRESIDENT	D	yes	06/1987	Dec 2, 2011	Apr 9, 2024
EADS, MATTHEW, SCOTT	CHIEF COMPLIANCE OFFICER	D	no	08/2009	Dec 2, 2011	Apr 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$240M	$240M	6	4	0	n/a	n/a
2024	Mar 31, 2025	$237M	$237M	6	4	0	n/a	n/a
2023	Apr 9, 2024	$248M	$248M	6	4	0	n/a	n/a
2022	Mar 30, 2023	$236M	$236M	6	4	0	n/a	n/a
2021	Mar 17, 2022	$265M	$265M	6	4	0	n/a	n/a
2020	Feb 24, 2021	$221M	$221M	6	4	0	n/a	n/a
2019	Mar 25, 2020	$219M	$219M	6	4	0	n/a	n/a
2018	Mar 13, 2019	$178M	$178M	6	4	0	n/a	n/a
2017	Jan 22, 2018	$197M	$197M	6	4	0	n/a	n/a
2016	Mar 27, 2017	$181M	$181M	6	4	n/a	n/a	n/a
2015	Mar 2, 2016	$172M	$172M	6	4	n/a	n/a	n/a
2014	Mar 5, 2015	$184M	$184M	6	4	n/a	n/a	n/a
2013	Mar 5, 2014	$170M	$170M	6	4	n/a	n/a	n/a
2012	Feb 20, 2013	$145M	$145M	6	4	n/a	n/a	n/a
2011	Feb 2, 2012	$143M	$143M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$240M	$237M	1.4%	$236M	0.7%	6	6	0	0

Relationships

Registered with (5)

← MATTHEW SCOTT EADSAdvisorregistration: current employment
Mar 30, 2004 to presentfactForm ADV
← SCOTT MCALLISTER STEWARTAdvisorregistration: current employment
Sep 6, 2002 to presentfactForm ADV
← THOMAS FARMER HEALDAdvisorregistration: current employment
Jul 20, 1992 to presentfactForm ADV
← MARK HEARNE TUCKERAdvisorregistration: previous registration
Nov 29, 2005 to Aug 21, 2009factForm ADV
← DAVID GARY MCBRIDEAdvisorregistration: previous registration
Sep 27, 2002 to Oct 1, 2008factForm ADV

Controls (2)

← HEALD, THOMAS, FARMEROwnerVICE PRESIDENT, ownership code D, individual
Dec 2, 2011 to Apr 9, 2024factForm ADV
← EADS, ROBERT, STEWARTOwnerPRESIDENT, ownership code NA, individual
Dec 2, 2011 to Apr 9, 2024factForm ADV

Owns (1)

← EADS, MATTHEW, SCOTTOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 2, 2011 to Apr 9, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64692c62-c319-4237-5c1c-e0f3a25583b5
First observed: Dec 2, 2011
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EADS & HEALD WEALTH MANAGEMENT

R. STEWART EADS INVESTMENT COUNSEL, INC., CRD 105524

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64692c62-c319-4237-5c1c-e0f3a25583b5

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS FARMER HEALD

Chartered Financial Analyst

ATLANTA, GA

n/a

SCOTT MCALLISTER STEWART

Certified Financial Planner|Chartered Financial Analyst

ATLANTA, GA

n/a

MATTHEW SCOTT EADS

Chartered Financial Analyst

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EADS, ROBERT, STEWART

President

yes

03/1987

Dec 2, 2011

Apr 9, 2024

HEALD, THOMAS, FARMER

VICE PRESIDENT

yes

06/1987

Dec 2, 2011

Apr 9, 2024

EADS, MATTHEW, SCOTT

CHIEF COMPLIANCE OFFICER

08/2009

Dec 2, 2011

Apr 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$240M

n/a

2024

Mar 31, 2025

$237M

n/a

2023

Apr 9, 2024

$248M

n/a

2022

Mar 30, 2023

$236M

n/a

2021

Mar 17, 2022

$265M

n/a

2020

Feb 24, 2021

$221M

n/a

2019

Mar 25, 2020

$219M

n/a

2018

Mar 13, 2019

$178M

n/a

2017

Jan 22, 2018

$197M

n/a

2016

Mar 27, 2017

$181M

n/a

2015

Mar 2, 2016

$172M

n/a

2014

Mar 5, 2015

$184M

n/a

2013

Mar 5, 2014

$170M

n/a

2012

Feb 20, 2013

$145M

n/a

2011

Feb 2, 2012

$143M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$240M

$237M

1.4%

$236M

0.7%