Michael Brady & Co. provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Michael Brady & Co. reports 218 clients. They include 163 individual clients and 55 high-net-worth individuals. Of its assets, 100.0% ($249M across 614 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 25% |
| High-net-worth individuals | 25% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 163 | $62.3M | 25.1% | $382K |
| High-net-worth individuals | 55 | $186M | 74.9% | $3.39M |
| Total | 218 | $249M | 100% | $1.14M |
- Clients
- 163
- Regulatory AUM
- $62.3M
- AUM share
- 25.1%
- Avg. per client
- $382K
- Clients
- 55
- Regulatory AUM
- $186M
- AUM share
- 74.9%
- Avg. per client
- $3.39M
Total
- Clients
- 218
- Regulatory AUM
- $249M
- AUM share
- 100%
- Avg. per client
- $1.14M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Michael Brady & Co. charges 0.60%–1.50% a year for its Investment Management and Financial Planning. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.50% |
| $250K–$1M | 1.00% |
| $1M–$3M | 0.80% |
| $3M–$5M | 0.70% |
| $5M and above | 0.60% |
Fee details and sources
Michael Brady owns 75% or more of Michael Brady & Co.. Michael Brady is CEO; the leadership team includes President Cameron Brady. It has 2 employees.
Leadership
- Michael BradyPresident, Chief Executive Officer & Chief Compliance Officer
Cameron BradyVice President
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Michael Brady & Co., LLC
Michael Brady
Control person · since June 2003
- Owns 10% to 25% of Michael Brady & Co., LLC
Cameron Brady
Control person · since August 2017
Michael Brady & Co.’s regulatory assets grew 1.9× from $131M (March 2021) to $249M (February 2026); clients were 218 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $249M | 218 | 2 | 1 |
| January 2025 | $228M | 217 | 2 | 1 |
| January 2024 | $196M | 224 | 2 | 1 |
| January 2023 | $139M | 223 | 2 | 1 |
| January 2022 | $160M | 224 | 2 | 1 |
| March 2021 | $131M | 227 | 2 | 1 |
Besides its headquarters, Michael Brady & Co. has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 28871 Center Ridge Road, Suite 102, WestlakeHQ
Contact and registration details
- Legal name
- Michael Brady & Co., LLC
- Headquarters
- 28871 Center Ridge Road, Suite 102, Westlake, OH 44145
- Website
- michaelbrady.com
- Phone
- 440-235-2100
- @202056
- SEC file
- 801-112508
- Founded
- 2003
- Structure
- Ohio LLC
- Fiscal year end
- December
Michael Brady & Co. uses Fidelity ($249M) as custodian for its separately managed accounts. Michael Brady & Co. has custody of $249M in client assets for 218 clients.
- FidelityNational Financial Services LLC · Boston, MA · $249M100%
At year end, Michael Brady & Co.’s separately managed accounts were mostly in funds (84%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $113M across 58 positions; the largest are Capital Group Growth ETF (14.4%), Capital Group Dividend Value (14.2%) and Capital Group Core Equity ET (10.3%).
What the accounts hold
- Stocks10%
- Funds84%
- Cash6%
Reported 13F holdings
- $113M
- Reported 13F value
- 58
- Positions
- 75.4%
- In the 10 largest
- +13.8%
- Value vs. prior quarter
- Capital Group Growth ETF · Shs Creat Unit14.4%
- Capital Group Dividend Value · Shs Creat Unit14.2%
- Capital Group Core Equity ET · Shs Creat Unit10.3%
- Capital Grp Fixed Incm ETF T · Mun Inm ETF9.3%
- Capital Group Gbl Growth EQT · Shs Creat Unit8.8%
- Capital Group Intl Focus EQT · Shs Creat Unit7.9%
- Capital Group Core Balanced5.4%
- Apple Inc.1.9%
- iShares TR · Core S&P Scp ETF1.8%
- Capital Grp Fixed Incm ETF T · Core Plus Incm1.4%
Together, the ten largest are 75.4% of reported value.
How many clients does Michael Brady & Co. have?
Michael Brady & Co. has 218 clients and manages $249 million for them, as of February 2026. They include 163 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 February 2026
What services does Michael Brady & Co. offer?
Michael Brady & Co. provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Michael Brady & Co. charge?
Michael Brady & Co. charges 0.60%–1.50% a year for its Investment Management and Financial Planning. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does Michael Brady & Co. use?
Michael Brady & Co.’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $249M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 February 2026
How many financial advisors does Michael Brady & Co. have?
Michael Brady & Co. has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Michael Brady & Co. invest in?
At the end of its last fiscal year, Michael Brady & Co.’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Michael Brady & Co. have a minimum investment?
Yes, Michael Brady & Co.’s minimum account size for its Investment Management and Financial Planning is $250K.
Who owns Michael Brady & Co.?
Michael Brady & Co.’s direct owners are Michael Brady (75% or more) and Cameron Brady (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 February 2026
How does Michael Brady & Co. get paid?
Michael Brady & Co. is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Michael Brady & Co.?
Michael Brady & Co.’s main office is at 28871 Center Ridge Road, Suite 102, Westlake, OH 44145. Its phone number is 440-235-2100. Its website is michaelbrady.com.