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| Michael Brady & Co LLC
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| CRD # | 130093 |
| SEC # | 801-112508 |
| CIK # | 0002095497 |
| AUM | 248.6 M (2026-02-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-235-2100 |
| Address | 28871 Center Ridge Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002095497 |
| Sector | Form 13F Holdings | Value ($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 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Prairie Rivers Investments LLC
✚
|
IL | 249.3 M |
|
E Batoff & Co Inc
✚
|
FL | 249.2 M |
|
Guided Capital Wealth Management LLC
✚
|
TX | 249.2 M |
|
Emergent Wealth Advisors LLC
✚
|
NY | 249.1 M |
|
Evergreen Wealth Management LLC
✚
|
MI | 248.7 M |
|
Tribeca Financial LLC
✚
|
AZ | 248.3 M |
|
DWD Portfolio Solutions Inc
✚
|
PA | 248.3 M |
|
Luedtke & Associates LLC
✚
|
248.2 M | |
|
MLP3 LLC
✚
|
NJ | 248.1 M |
|
Cedar Point Capital Partners LLC
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|
IA | 248.1 M |