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, SEC-registered advisory firm organized as an LLC that provides financial planning and discretionary portfolio management primarily for individual and family clients. The firm also offers selection of other advisers, and identifies itself as a capital allocator—placing client capital with third‑party managers when appropriate. Compensation comes via a percentage‑of‑AUM model and fixed fees. The firm does not market itself 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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Cameron Brady
Financial AdvisorCRD 6132327
Michael Brady
Founder & PrincipalCRD 1320686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$174M in ETFs
2%
$3.3M
95%
$171M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $16.4M | 346,498 | 9.39% |
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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