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MICHAEL BRADY & CO., LLC

WESTLAKE, OH · CRD 130093 · IAPD ↗ · 440-235-2100

$248.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — MICHAEL BRADY & CO., LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2024 — MICHAEL BRADY & CO., LLC reported RAUM up 41% ($138.9M -> $196.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.