Egan Rosell
Eubel Brady & Suttman · Miamisburg, Ohio
Egan Rosell is a fee-only financial advisor at Eubel Brady & Suttman in Miamisburg, Ohio, who holds the CFP credential. Eubel Brady & Suttman reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Eubel Brady & Suttman |
|---|---|
| Based in | Miamisburg, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.07B across 1,885 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 7150646 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.ebsinvests.com |
How Egan's firm compares
- Eubel Brady & Suttman's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,885 accounts).
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Questions about Egan
Is Egan Rosell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Egan holds no broker registration, and Eubel Brady & Suttman reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Egan charge for financial advice?
Egan's firm, Eubel Brady & Suttman, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Egan Rosell based?
Egan Rosell is based in Miamisburg, Ohio.
What credentials does Egan Rosell hold?
Egan Rosell holds the CFP credential.
Is Egan Rosell registered with the SEC?
Yes. Egan Rosell is registered as an investment adviser representative in OH and TX (CRD 7150646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eubel Brady & Suttman manage?
Eubel Brady & Suttman reports $2.07B across 1,885 accounts in assets under management.
How do I contact Egan Rosell?
Through Egan's website, www.ebsinvests.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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