Brady Investment Counsel LLC

RIASEC & State Registered
Total AUM
$113M
Discretionary
$113M
100% of AUM
Avg account
$1M
Accounts
109
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Public Funds/Mutual Funds 11%, Cash & Cash Equivalents 3%, Private Funds 2%84%
  • Exchange Traded Equities84%
  • Public Funds/Mutual Funds11%
  • Cash & Cash Equivalents3%
  • Private Funds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth