This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$249MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$249M

Private client RAUM

$249MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$124Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

614

Individual clients

163

High net worth clients

55

Custody, client assets

$249M

SEC number

801-112508

CRD

130093

Filings on the tape

27

First filed

Jan 5, 2012

Latest filed

Feb 10, 2026

Organised

Limited Liability Company, OH

• Occurred

  Jan 25, 2018
  First Form ADV filing

  Michael Brady & Co., Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:27158c4d-d07e-5da2-1ff7-e72e097d04e1

First observed

Jan 5, 2012

Last observed

Feb 10, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.