Brady Investment Counsel LLC

Overview

Brady Investment Counsel LLC is an independent registered investment adviser that focuses on individual and family clients. The firm’s advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and investor education such as newsletters and workshops. Fee charges include a percentage of assets under management alongside hourly and other fee arrangements. Investment posture is equity-oriented: the firm shows a clear preference for exchange-traded equities as the dominant sleeve of client portfolios. It is not positioned as an ESG-driven manager, is not a multi-state adviser, and does not operate as a capital allocator. The firm appears to implement client strategies through separately managed account structures and externally managed pooled vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices