# 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.

- CRD: 130093
- Filed as: MICHAEL BRADY & CO., LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake, OH
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130093
- AdvisorCensus page: https://advisorcensus.com/firm/michael-brady-and-co-llc-westlake-oh-130093

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $248,589,752
- Discretionary: $248,589,752
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $62,308,839 |
| High net worth individuals | 55 | $186,280,913 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feeonlynetwork.com/CAMERON-BRADY
- feeonlynetwork.com/MICHAEL-BRADY
- michaelbradyco.com
- mindsovermoney.com
- Facebook @MICHAELBRADYCO
- LinkedIn @202056
- YouTube @UCP3ITP2IAEIKEVYMLCGHKAW

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,797,236 | 2 | March 8, 2021 |
| October 2022 | $160,406,998 | 2 | January 6, 2022 |
| October 2023 | $138,868,928 | 2 | January 10, 2023 |
| October 2024 | $196,048,279 | 2 | January 11, 2024 |
| October 2025 | $228,280,792 | 2 | January 23, 2025 |
| October 2026 | $248,589,752 | 2 | February 10, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Michael Brady & Co., LLC (CRD 130093): Form ADV filing data as of October 2026.