Thomas Farmer Heald
Investment adviser representative at Eads & Heald Wealth Management
39 yearsExperience
3 statesRegistered in
CFADesignation
$240.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
39 years in the industry.
- Eads & Heald Wealth ManagementJul 1992 to now
- Eads & Heald Investment CounselJul 1987 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, TX).
Eads & Heald Wealth Management
Legal name: R. Stewart Eads Investment Counsel, Inc.
$240.5MAssets managed
229Clients
3Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2251114
- Firm CRD
- 105524