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 registered investment adviser organized as an LLC and operating since 2018. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager-selection services. Its fee arrangements include both a percentage-of-assets model and fixed fees. Michael Brady & Co identifies as a capital allocator and uses third-party managers as part of its advisory approach. The firm does not describe itself as an active ESG investor and is not positioned as a multi-state or pension consulting adviser.
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 2CAMERON 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 27Active vs passive
$151M in ETFs
2%
$2.9M
95%
$148M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $14.8M | 369,376 | 9.81% |
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
Similar firms
GAME PLAN FINANCIAL ADVISORS, LLC
RIAWESTLAKE, OH
KINETIC WEALTH INVESTMENT ADVISORS, LLC
RIAWESTLAKE, OH
ELIOS FINANCIAL GROUP, INC.
RIAWESTLAKE, OH
JPS FINANCIAL, LLC
RIAWESTLAKE, OH
LESJAK PLANNING, LLC
RIAWESTLAKE, OH
KEYSTONE FINANCIAL PLANNING, INC
RIAWESTLAKE, OH