AdvisorCensus / Financial advisors / Ohio / Cleveland / Michael Brady & Co., LLC
Michael Brady & Co., LLC is an SEC-registered investment advisory firm in Westlake, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.
Quick answers
From the filingHow is Michael Brady & Co., LLC compensated?
On its Form ADV (Item 5.E, October 2026), Michael Brady & Co., LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Michael Brady & Co., LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated January 27, 2026 states: Up to $250,000: 1.5% a year; $250,001 to $1,000,000: 1% a year; $1,000,001 to $3,000,000: 0.8% a year; $3,000,001 to $5,000,000: 0.7% a year; Above $5,000,001: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Michael Brady & Co., LLC located?
Michael Brady & Co., LLC's principal office is in Westlake, OH, according to its Form ADV.
Is Michael Brady & Co., LLC registered with the SEC or a state?
Michael Brady & Co., LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 130093.
How much does Michael Brady & Co., LLC manage?
Michael Brady & Co., LLC reports $248,589,752 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).
How have Michael Brady & Co., LLC's assets and staff changed since 2021?
In the Form ADV data for Michael Brady & Co., LLC: Regulatory assets under management: $130,797,236 in the October 2021 data and $248,589,752 in the October 2026 data, up 90%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Michael Brady & Co., LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (55).
Which custodians does Michael Brady & Co., LLC use?
Michael Brady & Co., LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Michael Brady & Co., LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130093
Does Michael Brady & Co., LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 27, 2026 says: "Clients must maintain a minimum combined account balance of $250,000 in their accounts under management with us. We may waive this requirement at our sole discretion."
What changed in Michael Brady & Co., LLC's recent Form ADV filings?
In the March 2026 filing data: Registered or notice-filed in GA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1.5% |
| $250,001 to $1,000,000 | 1% |
| $1,000,001 to $3,000,000 | 0.8% |
| $3,000,001 to $5,000,000 | 0.7% |
| Above $5,000,001 | 0.6% |
The brochure's wording
Clients receive investment management services and financial planning services for a fee computed by a percentage of assets under management, as per the fee schedule below: Account Size Annual Fee Percentage Up to $250,000 1.50% $250,001 to $1,000,000 1.00% $1,000,001 to $3,000,000 0.80% $3,000,001 to $5,000,000 0.70% Ove $5,000,000 0.60%
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Clients must maintain a minimum combined account balance of $250,000 in their accounts under management with us. We may waive this requirement at our sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated January 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$248,589,752 as of October 2026, filing dated February 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $248,589,752 | 2 | February 10, 2026 |
| October 2025 | $228,280,792 | 2 | January 23, 2025 |
| October 2024 | $196,048,279 | 2 | January 11, 2024 |
| October 2023 | $138,868,928 | 2 | January 10, 2023 |
| October 2022 | $160,406,998 | 2 | January 6, 2022 |
| October 2021 | $130,797,236 | 2 | March 8, 2021 |
Regulatory assets under management: $130,797,236 in the October 2021 data and $248,589,752 in the October 2026 data, up 90%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Registered or notice-filed in GA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Michael Brady & Co., LLC (CRD 130093): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093