Eubel Brady & Suttman

Eubel Brady & Suttman Asset Management, Inc. is an SEC-registered investment adviser established in 1993, based in Dayton, Ohio. The firm offers investment supervisory services and individual portfolio management, providing continuous discretionary investment advice tailored to clients' needs. EBS employs a team approach to decision-making, with a Research Group managing client portfolios. The firm offers various investment styles, including All Cap Value, Large Cap Value, and Balanced styles, aiming for growth and income. EBS may use mutual funds, international funds, and money market funds in client portfolios. The firm may recommend External Managers for certain clients and offers retirement plan services, acting as a fiduciary under ERISA. EBS charges fees based on a percentage of managed assets, with negotiable fee schedules. The minimum asset requirement for new relationships is $1,000,000, which may be waived under certain circumstances. EBS does not engage in principal transactions and does not use soft dollars for research. The firm provides quarterly reports, access to a client portal, and engages in proxy voting and class action monitoring on behalf of clients. EBS has no reportable disciplinary events and does not require payment of fees in advance exceeding $1,200 per client. The firm has no financial conditions that may impair its ability to meet contractual obligations.