Michael Brady & Co LLC

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Michael Brady & Co LLC
CRD #130093
SEC #801-112508
CIK #0002095497
AUM 248.6 M (2026-02-10)
Employees 2 (100% Investors, 0% Brokers)
Phone440-235-2100
Address28871 Center Ridge Road
Westlake, OH 44145
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002002201020182027
CIK Period
0002095497
Sector Form 13F Holdings Value ($M)
Apple Inc 2.0
Costco Wholesale Corp /NEW 1.4
Microsoft Corp 1.3
Parker Hannifin Corp 1.3
J P Morgan Chase & Co 1.1
Waste Management Inc 1.0
Nvidia Corp 0.8
AbbVie Inc 0.8
Alphabet Inc 0.8
Eaton Corp Ltd 0.8
Tesla Motors Inc 0.6
Wal Mart Stores Inc 0.6
Union Pacific Corp 0.6
PepsiCo Inc 0.5
Johnson & Johnson 0.5
United Technologies Corp /DE/ 0.5
TJX Companies Inc /DE/ 0.5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 163 62.3
(b) Individuals (high net worth individuals) 55 186.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 614 248.6
By Discretionary
Discretionary 614 248.6
Non-Discretionary 0 0.0
Total 614 248.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 248.6
Total 614 248.6
EDGAR Form CIK 2011 - 2026
13F-HR [0002095497]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
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Emergent Wealth Advisors LLC
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Evergreen Wealth Management LLC
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Tribeca Financial LLC
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DWD Portfolio Solutions Inc
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Luedtke & Associates LLC
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MLP3 LLC
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Cedar Point Capital Partners LLC
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tony@aum13f.com