Easley Investment Consultants provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Easley Investment Consultants reports 357 clients. They include 302 individual clients and 55 high-net-worth individuals. Of its assets, 94.3% ($211M across 814 accounts) are managed with discretion; $12.6M across 27 accounts are not. A wrap fee program the firm both sponsors and manages holds $198M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 39% |
| High-net-worth individuals | 15% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 302 | $86.5M | 38.7% | $287K |
| High-net-worth individuals | 55 | $137M | 61.3% | $2.5M |
| Total | 357 | $224M | 100% | $627K |
- Clients
- 302
- Regulatory AUM
- $86.5M
- AUM share
- 38.7%
- Avg. per client
- $287K
- Clients
- 55
- Regulatory AUM
- $137M
- AUM share
- 61.3%
- Avg. per client
- $2.5M
Total
- Clients
- 357
- Regulatory AUM
- $224M
- AUM share
- 100%
- Avg. per client
- $627K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Easley Investment Consultants is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed hourly at a maximum of $300 an hour, negotiable.
- Non-Fiduciary Pension Consulting
- Non-fiduciary pension consulting is billed hourly at a maximum of $300 an hour.
Carl Easley owns 75% or more of Easley Investment Consultants. The leadership team of Easley Investment Consultants includes Chief Compliance Officer Carl Easley. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Easley Investment Consultants, Inc.
Carl Easley
Control person · since September 2018
Easley Investment Consultants’ regulatory assets grew 1.5× from $146M (March 2021) to $224M (January 2026); clients fell from 508 to 357 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $224M | 357 | 3 | 1 |
| Mar 2025March 2025 | $198M | 366 | 5 | 1 |
| Feb 2024February 2024 | $178M | 391 | 5 | 1 |
| Mar 2023March 2023 | $162M | 529 | 4 | 1 |
| Mar 2022March 2022 | $166M | 349 | 5 | 1 |
| Mar 2021March 2021 | $146M | 508 | 3 | 1 |
Besides its headquarters, Easley Investment Consultants has 0 offices, with 1 listed address in 1 state.
Mississippi · 1 listed address
- 1050 Northpark Drive, Suite D, RidgelandHQ
Contact and registration details
- Legal name
- Easley Investment Consultants, Inc.
- Headquarters
- 1050 Northpark Drive, Suite D, Ridgeland, MS 39157
- Website
- easleyinvest.co
- Phone
- 601-992-4101
- SEC file
- 801-118212
- Structure
- Mississippi corporation
- Fiscal year end
- December
Easley Investment Consultants’ named custodian for separately managed accounts is Charles Schwab ($198M). Easley Investment Consultants does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $198M100%
At year end, Easley Investment Consultants’ separately managed accounts were mostly in funds (85%).
What the accounts hold
- Stocks8%
- Funds85%
- Bonds1%
- Cash6%
How many clients does Easley Investment Consultants have?
Easley Investment Consultants has 357 clients and manages $224 million for them, as of January 2026. They include 302 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026
What services does Easley Investment Consultants offer?
Easley Investment Consultants provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Easley Investment Consultants use?
Easley Investment Consultants’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $198M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026
How many financial advisors does Easley Investment Consultants have?
Easley Investment Consultants has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Easley Investment Consultants invest in?
At the end of its last fiscal year, Easley Investment Consultants’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 6% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Easley Investment Consultants?
Easley Investment Consultants’ direct owner is Carl Easley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026
How does Easley Investment Consultants get paid?
Easley Investment Consultants is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Easley Investment Consultants?
Easley Investment Consultants’ main office is at 1050 Northpark Drive, Suite D, Ridgeland, MS 39157. Its phone number is 601-992-4101. Its website is easleyinvest.co.