Scott Lundy
Eubel Brady & Suttman · Dayton, Ohio
Scott Lundy is a fee-only financial advisor at Eubel Brady & Suttman in Dayton, 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 | Dayton, 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 LA, OH, TX · CRD 4340708 |
| Exams passed | Series 66 (2001) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.ebsinvests.com |
How Scott'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 Scott
Is Scott Lundy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott 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 Scott charge for financial advice?
Scott's firm, Eubel Brady & Suttman, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Scott Lundy based?
Scott Lundy is based in Dayton, Ohio.
What credentials does Scott Lundy hold?
Scott Lundy holds the CFP credential.
Is Scott Lundy registered with the SEC?
Yes. Scott Lundy is registered as an investment adviser representative in LA, OH and TX (CRD 4340708), 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 Scott Lundy?
Through Scott'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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