Brady Investment Counsel LLC
Firm details
- Headquarters
- ,
- CRD number
- 128814
- Registered since
- October 9, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI98.69%
- Pension & Profit Sharing Plans1.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brady Investment Counsel LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is registered with the SEC as of 2026 and focuses on serving individual and family clients. Its advisory offering combines portfolio management with financial planning and educational work: listed services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, financial planning, publication of periodicals/newsletters, and educational seminars or workshops. Fee arrangements are a mix of percentage of assets under management, hourly charges, and other fee types. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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