Brady Investment Counsel LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$104,351,683
Clients
32
78% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$3,260,990
About
Brady Investment Counsel provides discretionary investment management to individuals as well as nonprofit and institutional clients, including religious organizations, charitable foundations, and pension or profit‑sharing plans. Its services cover customized equity, balanced, fixed‑income and ETF portfolios, along with trustee/estate services and advisory work for foundations and pension consulting.
The firm pursues an active, long‑term, socially responsible investment approach based on in‑house fundamental research and a proprietary equity valuation model, offering distinct strategy sleeves — Core Growth, Growth & Income, Focus (concentrated), Balanced, and ETF solutions — with differing turnover and concentration profiles. It emphasizes tax efficiency and customized portfolio construction and presents detailed performance histories, including linked pre‑2003 returns from a predecessor mutual fund and composite reporting.
Noteworthy for a firm of its size, Brady publicly discloses historical performance and third‑party recognitions (award and rating references) and states GIPS-related performance presentation and verification, practices that are uncommon among independent advisers. The firm also conducts educational outreach and public commentary and explicitly serves charitable and institutional clients while offering pension consulting and trustee services, distinguishing its client mix and communications from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Trustee services
Expertise
ESG / Sustainable investing
Active portfolio management
Concentrated stock management
Demographic focus
Religious/faith focused
Fee options
$50,000 per estate for trustee services plus hourly fees for complex trusts
$0 - $500,000: 1.50% $500,000+: 0.75%
$450 per hour for special projects
Account minimum: $500,000
Main office location
Brady Investment Counsel LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
Brady Investment Counsel LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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