WESTLAKE, OHCRD 130093Latest ADV February 10, 2026
Michael Brady & Co., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake, OH. Its latest Form ADV filing, dated February 10, 2026, reports $249M in regulatory assets under management, 2 employees, and 614 accounts.
Assets Under Management
$249M
Employees
2
Offices
--
Total Clients
218
Primary office
WESTLAKE, OH
28871 CENTER RIDGE ROAD, SUITE 102, WESTLAKE, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.8% of total clients.
Top client categories% of clientsClients
1
Individuals
74.8%
163
2
HNWI
25.2%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$249Mas of February 10, 2026
Discretionary100.0%
$249M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$249M
Total Accounts614
10Y AUM Change+$138M (+125.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee109:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.