9AT: EADS & HEALD WEALTH MANAGEMENT

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 03/30/1987
ADV Location	ATLANTA, GA, United States
Contact Info	770 xxxxxxx
Websites

AUM^*	240,493,266 -3%
of that, discretionary	240,493,266 -3%
Number of Employees	6
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	1,050,189 9%
% High Net Worth	45.15% -8%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LAUREL WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser MIRADOR CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser ALTRIUS CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM716.0m	#Funds-
Adviser HACKMAN FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM426.7m	#Funds-
Adviser DESTINATION WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.9b	#Funds-
Adviser PECAUT WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM381.8m	#Funds-
Adviser BAY CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM228.3m	#Funds-
Adviser JJP CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM389.9m	#Funds-
Adviser REGENCY CAPITAL MANAGEMENT INC.	Hedge Fund2.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1m	AUM364.1m	#Funds1
Adviser BOURKE WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM141.4m	#Funds-

Brochure Summary

Overview

Eads & Heald Wealth Management’s portfolio managers hold the CFA (Chartered Financial Analyst) designation and are members of the CFA Institute. The CFA Institute maintains a strict set of codes and standards to which we adhere. The CFA Institute Code Of Ethics Members of CFA Institute (including CFA charterholders) and candidates for the CFA designation (“Members and Candidates”) must:
• Act with integrity, competence, diligence, respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.
• Place the integrity of the investment profession and the interests of clients above their own personal interests.
• Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.
• Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
• Promote the integrity and viability of the global capital markets for the ultimate benefit of society.
• Maintain and improve their professional competence and strive to maintain and improve the competence of other investment

professionals. Fiduciary Duties to Clients Eads & Heald Wealth Management has been registered with the U.S. Securities & Exchange Commission as an investment advisor since its founding in 1987. As such, we have been bound by “fiduciary” standards for our entire existence, and remain committed to fiduciary standards today. An investment advisor who is a fiduciary, as is Eads & Heald Wealth Management, is held to the highest standard in the financial advisor industry and always must exhibit the nature of goodwill when working with clients. We are a “fiduciary” to our advisory clients. This means that we have a fundamental obligation to act in your best interests and to provide investment advice in your best interests. We owe you a duty of undivided loyalty and utmost good faith. We will not engage in any activity in conflict with the interest of our clients. We employ great care to avoid misleading our clients and we provide full and fair disclosure of all material facts to our clients and prospective clients. The average investor may not be aware of the fiduciary duty an investment adviser is legally bound to. Common sense can quite possibly dictate that working with a professional that is held to a strict level of moral conduct and ethics could be a more appropriate fit.

EADS & HEALD WEALTH MANAGEMENT

EADS & HEALD WEALTH MANAGEMENT

EADS & HEALD INVESTMENT COUNSEL

R. STEWART EADS INVESTMENT COUNSEL, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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EADS & HEALD WEALTH MANAGEMENT EADS & HEALD WEALTH MANAGEMENT EADS & HEALD INVESTMENT COUNSEL R. STEWART EADS INVESTMENT COUNSEL, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

EADS & HEALD WEALTH MANAGEMENT

EADS & HEALD WEALTH MANAGEMENT

EADS & HEALD INVESTMENT COUNSEL

R. STEWART EADS INVESTMENT COUNSEL, INC.