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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- WaveNorth zenith +more
- Established Date
- 11-12-2003
- Office Locations
- 1
Office Locations
About Brady Investment Counsel LLC
Brady Investment Counsel LLC is an Illinois-based boutique RIA led by David P. Brady, CFA, CIC, providing discretionary portfolio development and ongoing management for long-term growth and income goals. The firm emphasizes a socially responsible, high-quality investment approach, tracked against benchmark indexes, with portfolios implemented primarily with ETFs and public funds. Clients work directly with the portfolio manager; custody includes Schwab and Fidelity/NFS.
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Owner & Executives
DAVID PETER BRADY
Analyst, President
- CRD
- #2486109
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,772,371 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,772,371 | -- |
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Separately Managed Accounts
Total SMA Asset: $107,772,371
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,064,006,872 | 15.4% |
| Public Funds | $649,458,740 | 9.4% |
| Cash | $1,789,466,103 | 25.9% |
| Private Funds | $3,406,203,818 | 49.3% |
| Total | $6,909,135,533 | 100.0% |