Mead Adam & Co Inc (Dayton)

Mead Adam & Co Inc is a large advisory firm based in Dayton. It manages $350.2 million of regulatory assets for 895 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 6 other states.

Mead Adam & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mead Adam &: assets under management

The assets under management (AUM) of Mead Adam & Co Inc is $350.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $350.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $391.28 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mead Adam & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mead Adam & Co Inc

Jack H. Adam has been acting as President since 1 Sep 1970. Michelle Kaelin Stroh joined the executive team most recently as the Senior Vice President And Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jack H. Adam	President	1 Sep 1970	75% - 100%	4448836
Eugene J Casella	Vice president	1 Oct 1976	Other	4448843
Richard Charles Laudick	Vice president	1 Aug 1987	Other	303501
Richard Brian Roesch	Portfolio manager	1 Jan 1996	Other	2386768
Sally Kay Parrish	Director - portfolio information	1 Jan 2003	Other	4771577
Vincent L. Russell	Director of business development	1 Jan 2003	Other	4683430
Thomas Charles Roedersheimer	Chief financial officer	1 May 2003	Other	3196111
Michelle Kaelin Stroh	Senior vice president and portfolio manager	1 Dec 2003	Other	4671240
Tamborah Sue Schulze	Vice president and portfolio manager	1 Dec 2003	Other	2308896

Based in Dayton

The principal office where Mead Adam & Co Inc performs its advisory services is located at 2110 Kettering Tower, Dayton, OH 45423, which is also the mailing address of the firm. An additional office of the firm is in Columbus, OH. It doesn’t run an office outside of the United States.