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Advisor

Sara Mahoney

Eubel Brady & Suttman · Miamisburg, Ohio

Sara Mahoney is a fee-only financial advisor at Eubel Brady & Suttman in Miamisburg, Ohio. Eubel Brady & Suttman reports charging a percentage of assets and performance-based fees on its Form ADV.

Percentage of assetsPerformance-based fees Fee-only

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Facts

FirmEubel 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
SEC registration Investment adviser representative in OH · CRD 3072281
Exams passedSeries 63 (1998) · Series 65 (2023)
Firm size34 employees
Disclosures None reported
Websitewww.ebsinvests.com

How Sara'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).

What fee-only advisors charge in Ohio

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Questions about Sara

Is Sara Mahoney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sara 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 Sara charge for financial advice?

Sara's firm, Eubel Brady & Suttman, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

Where is Sara Mahoney based?

Sara Mahoney is based in Miamisburg, Ohio.

Is Sara Mahoney registered with the SEC?

Yes. Sara Mahoney is registered as an investment adviser representative in OH (CRD 3072281), 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 Sara Mahoney?

Through Sara'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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