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Matthew Scott Eads

Investment adviser representative at Eads & Heald Wealth Management
33 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

33 years in the industry.

  1. Eads & Heald Wealth ManagementMar 2004 to now
  2. Eads & Heald Investment CounselAug 1993 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (GA, NC, VA).

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
4769512
Firm CRD
105524
Advisor's SEC record (opens in a new tab)
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