Michael Brady & Co, LLC
Firm details
- Headquarters
- Westlake, Ohio
- CRD number
- 130093
- Registered since
- February 23, 2018
- Website
- michaelbradyco.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.94%
- Individuals25.06%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Michael Brady & Co, LLC is an independent, individual‑owned limited liability company that provides wealth management and financial planning to individual and family clients. The firm is SEC‑registered (registered in 2018) and positions itself as a capital allocator that combines direct portfolio management with selection of external managers. Fee arrangements include both a percentage of assets under management and fixed fees. Core advisory activities named on its ADV are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$169M in ETFs
2%
$3M
95%
$166M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $16.1M | 338,508 | 9.50% |
Location
Westlake, OH
Cuyahoga
Location
Westlake, OH
Headquartered in Westlake, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 28871 Center Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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