EASLEY INVESTMENT CONSULTANTS, INC.
Adviser information for EASLEY INVESTMENT CONSULTANTS, INC. last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Mississippi, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 790 | $166.9M |
| Non-Discretionary | 29 | $11.3M |
| Total | 819 | $178.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 356 | $87.6M |
| HNW Individuals | 35 | $90.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 178.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| EASLEY INVESTMENT CONSULTANTS INC. PORTFOLIO MANAGEMENT SERVICES PROGRAM | EASLEY INVESTMENT CONSULTANTS, INC. |
Identifiers
| SEC RIA File Number | 801-118212 |
|---|---|
| SEC ERA File Number | 801-118212 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307258 |
| Legal Entity Identifier | None |
Principal Office
420 LIBERTY PARK COURTSUITE A
FLOWOOD
MS
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 601-992-4101, Fax: 601-992-4383
Websites
Chief Compliance Officer
CARL "CAL" EASLEY, JR.
PRINCIPAL
420 LIBERTY PARK CT.
SUITE A
FLOWOOD
MS
United States
Tel:
601-992-4101
Fax:
601-992-4383
C**@**************O
(Full email address available in API data)
Regulatory Contact
JOHN T. CARR
COMPLIANCE COUNSEL
6650 SW REDWOOD LANE
SUITE 220
PORTLAND
OR
United States
Tel:
5036355244
J****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EASLEY, CARL, R | Individual | – | SHAREHOLDER AND CHIEF COMPLIANCE OFFICER | 09/2018 | > 75% |