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Eubel Brady & Suttman

Updated today

Client assets under management

$1,199,949,603

Clients

755

42% high-net worth

Advisors

17

of 34 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$1,589,337

About

Eubel Brady & Suttman provides discretionary portfolio management and financial planning to a mix of individual clients (including high-net-worth individuals), retirement plans, trusts, pooled investment vehicles, corporations and investment companies. Services described in the brochure include individualized portfolio management across multiple equity and balanced styles, retirement-plan consulting, selection of external managers, and ancillary no-fee planning support such as legal consultation.

Investment decisions are made by a team Research Group that implements a fundamentally driven, long-term purchase and asset-allocation approach across defined management styles (e.g., All Cap Value, Large Cap Value, a range of Balanced styles, Mutual styles, and Income styles). The firm routinely uses its internally advised mutual funds (the EBS Income & Appreciation Fund and the EBS Income Fund) within those strategies and provides quarterly reporting and a client portal for holdings and performance access.

What is distinctive relative to many peers is that EBS serves as adviser to two proprietary mutual funds that are limited to EBS clients and qualify as Qualified Institutional Buyers, and it manages multiple pooled LLCs (a senior living fund and several residential development funds) with audited financials and manager incentive structures that include performance-based fees. The brochure also discloses strategic partnerships and potential conflicts of interest, notes the firm coordinates legal consultation through professional partners, and specifies that Fund share ownership is currently limited to certain custodians (e.g., Charles Schwab and select banks), which can affect client access to those Funds.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Active portfolio management Real estate investing Options & derivatives strategies

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001+: 0.70%

Performance-based

Performance-based fees charged for certain limited liability companies with incentive fees and profit splits per fund agreements.

Other

Account minimum: $1,000,000 Fee-only: 0.50% to 0.70% flat for Mutual Fund Portfolios

Main office location

Eubel Brady & Suttman

10100 Innovation Drive, Suite 410

Miamisburg OH 45342, United States

Number of offices

1

Most active in

Alabama · Arizona · California · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Michigan · Nebraska · Nevada · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew D

CFP®, Series 65

Miamisburg, OH

Eubel Brady & Suttman

Matthew Di Cicco is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Eubel Brady & Suttman Asset Management, Inc. since 2016 and previously worked at Freund Freeze & Arnold for eleven years. Outside of advisory work, he serves as of counsel at a Dayton, Ohio law firm. Eubel Brady & Suttman provides discretionary investment management to individuals, retirement plans, trusts, and various organizations. The firm emphasizes fundamental analysis and long-term investment strategies, offering a range of portfolio styles and managing proprietary mutual funds and private pooled vehicles.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Neesha C

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Neesha Crawford is a financial advisor at Eubel Brady & Suttman with a Series 65 designation. She has been with the firm since 2012. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses fundamental analysis and a long-term investment approach, managing portfolios across various equity and balanced strategies while also offering retirement-plan consulting and financial planning services.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Mark B

Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Mark Brady is a financial advisor at Eubel Brady & Suttman with 32 years of industry experience. He has been with EBS Asset Management since 1993. He holds Series 63 and Series 65 licenses. Eubel Brady & Suttman provides discretionary investment management services to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an internal Research Group focused on fundamental analysis and long-term investment strategies, managing portfolios across multiple equity and balanced styles.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Paul C

Series 65

Dayton, OH

Eubel Brady & Suttman

Paul Crichton is a financial advisor at Eubel Brady & Suttman with 23 years of industry experience. He holds the Series 65 designation and has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental research-driven approach with a long-term orientation and manages proprietary mutual funds alongside various private pooled investment vehicles.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Mary H

CFP®, Series 63

Miamisburg, OH

Eubel Brady & Suttman

Mary Hedrick is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Eubel Brady & Suttman. She has been with the firm since 2012. Outside of her advisory role, she serves on the investment and executive committees of a local food bank and participates in the finance committee of the Wright State University Alumni Association. Eubel Brady & Suttman provides discretionary investment management to individual clients, retirement plans, trusts, and other entities, employing fundamental analysis and a long-term purchase orientation. The firm manages multiple proprietary mutual funds and private pooled investment vehicles, offering a range of equity and balanced portfolio strategies.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Chase M

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Chase Marshall is a financial advisor at Eubel Brady & Suttman with one year of industry experience. Prior to joining the firm, he worked at Netjets, Inc. and Dayton Freight, Inc. He is also affiliated with The Ohio State University. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes fundamental analysis and a long-term investment approach, offering a range of equity and balanced portfolio strategies alongside retirement-plan consulting and financial planning services.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Ronald E

Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Ronald Eubel is a financial advisor at Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has been with EBS Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a research-driven approach with fundamental analysis and long-term strategies, managing portfolios across multiple equity and balanced styles and utilizing proprietary mutual funds for certain market conditions.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Scott L

CFP®, Series 66

Dayton, OH

Eubel Brady & Suttman

Scott Lundy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Eubel Brady & Suttman. He has been with the firm since 2003, holding various roles over two decades. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a fundamental research-driven approach with a long-term investment horizon and offers services such as individually managed portfolios, retirement-plan consulting, and financial planning.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

David R

Series 65

Miamisburg, OH

Eubel Brady & Suttman

David Ray is a financial advisor with Eubel Brady & Suttman, holding a Series 65 designation and 19 years of industry experience. He has worked at Eubel Brady & Suttman since 2003 and currently holds a part-time role as President of Berry Investments, where he oversees charitable giving and family-office services for a local family. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing portfolios across multiple equity and balanced styles and offering retirement-plan consulting and financial planning services.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Robert S

CFA®, Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Robert Suttman is a CFA® charterholder with 32 years of industry experience, currently serving at Eubel Brady & Suttman Asset Management, Inc. since 1993. He holds the Series 63 and Series 65 licenses. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs an internal Research Group focused on fundamental analysis and long-term investment strategies across various equity and balanced styles, utilizing proprietary mutual funds as part of portfolio management.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Brandon K

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Brandon Kinney is a financial advisor at Eubel Brady & Suttman with one year of industry experience. He holds a Series 65 credential and has worked at Eubel Brady & Suttman since 2021. Prior to his advisory role, he held positions at Wright State University, Sinclair Community College, and the University of Cincinnati. Eubel Brady & Suttman provides discretionary investment management to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm uses fundamental analysis and a long-term investment approach, offering services such as individually managed portfolios and retirement-plan consulting.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Dawn K

CFP®

Miamisburg, OH

Eubel Brady & Suttman

Dawn Kramer is a CFP® professional at Eubel Brady & Suttman with 10 years of industry experience. She has worked exclusively at Eubel Brady & Suttman since 2006. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a research-driven investment approach focused on fundamental analysis and long-term strategies across multiple equity and balanced styles.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Sara M

Series 63, Series 65

Miamisburg, OH

Eubel Brady & Suttman

Sara Mahoney is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds the Series 63 and Series 65 designations and has been with Eubel Brady & Suttman since 2025. Eubel Brady & Suttman provides discretionary investment management services to a diverse client base including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm’s investment approach centers on fundamental analysis and long-term strategies implemented by an internal Research Group, utilizing proprietary mutual funds and various equity and balanced portfolio styles.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Courtney S

Series 65

Miamisburg, OH

Eubel Brady & Suttman

Courtney Stephenson is a financial advisor at Eubel Brady & Suttman with two years of industry experience. She holds a Series 65 credential and has worked at Eubel Brady & Suttman Asset Management Inc. since 2016, following six years at HR Insiders. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, and charitable organizations. The firm employs a fundamental research-driven approach with a long-term orientation, managing portfolios across multiple equity and balanced styles while utilizing proprietary mutual funds for fixed-income management.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
user avatar

Kenneth L

Series 63, Series 65

Dayton, OH

Eubel Brady & Suttman

Kenneth Leist is a financial advisor at Eubel Brady & Suttman in Dayton, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Ebs Asset Management since 1993. Eubel Brady & Suttman provides discretionary investment management to a diverse client base, including high net worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, offering individually managed portfolios, retirement-plan consulting, and financial planning services.

Wealth management Active portfolio management Real estate investing Options & derivatives strategies
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