BradyCo Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$176,744,534
Clients
37
65% 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
37
HighAverage account size
$4,776,879
About
Bradyco Financial is an independent investment management firm that principally serves individual and family clients, including high‑net‑worth individuals and trusts, providing discretionary portfolio management aimed at long‑term retirement planning. It also provides limited financial consulting to a single legacy client and operates with a relatively small client base while managing substantial assets per client.
The firm’s investment approach is value‑oriented and centered on fundamental analysis of common stocks, supplemented by qualitative assessment, with portfolios typically concentrated in 10–20 holdings and no reliance on model portfolios. It makes investment decisions on a discretionary basis and, unusually for its peer group, may employ borrowing within separately managed accounts and—rarely—short sales, margin, or options when deemed appropriate.
Noteworthy differences from many peers include the explicit use of borrowing in client accounts and a concentrated, stock‑focused strategy combined with an opt‑in third‑party class‑action claims monitoring service and a publicly distributed newsletter. The firm’s code of ethics discloses that the adviser and a related party generally invest alongside clients, and the firm does not vote client proxies.
Client services
Portfolio management
Financial consulting
Expertise
Active portfolio management
Concentrated stock management
Fee options
$0 - $2,499,999: 1.00% annually $2,500,000+: 0.75% annually
Hourly financial consulting provided only for one legacy client; no future hourly engagements offered.
Account minimum: $1,000,000
Main office location
BradyCo Financial
Cambridge MA, United States
Number of offices
2
Most active in
BradyCo Financial has reported serving >5 clients in these states in the last 12 months.
Maine · Massachusetts · Texas
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:
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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.
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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.
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