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Brady Investment Counsel
BRADY INVESTMENT COUNSEL LLC is an SEC-registered investment adviser with $108 million in regulatory assets under management. The firm has 1 employee and 1...
Brady Investment Counsel
BRADY INVESTMENT COUNSEL LLC is an SEC-registered investment adviser with $108 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Chicago, IL, United States
Principals
James B. Brady
President
Sector focus
Frequently asked questions
Who runs investment decisions at Brady Investment Counsel?
James B. Brady, the firm's president and founder, serves as the lead portfolio manager and makes all final investment decisions. The firm's structure centralizes research and portfolio management in a single integrated team, with no separate analyst pool or investment committee layer.
What is the firm's investment strategy?
Brady Investment Counsel runs a concentrated, large-cap value equity strategy with low portfolio turnover. Portfolios hold 20 to 30 individual stocks, selected for durable competitive positions and strong free-cash-flow generation. The approach is benchmark-agnostic and time-horizon driven, with holding periods that often stretch beyond a decade.
Does Brady Investment Counsel offer any pooled funds?
No. The firm only manages separate accounts tailored to individual client mandates. There are no mutual funds, ETFs, or commingled vehicles, which allows the team to manage tax consequences and position sizing at the client level.
Who is the typical client of Brady Investment Counsel?
The firm serves a deliberately limited group of high-net-worth individuals, family groups, and a small number of institutional clients. Its client base is referral-driven and concentrated, consistent with a capacity-constrained practice that prioritizes existing relationships over asset growth.
Does the firm invest in private markets or alternatives?
No. The firm's mandate is exclusively public equities, with no private equity, venture capital, real estate, or hedge fund commitments. The strategy does not use leverage or derivatives, focusing purely on long-only common stock ownership.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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