DBA: BRADYCO FINANCIAL
| Total AUM | $176.7M |
| Discretionary | $172.7M98% of AUM |
| Non-Discretionary | $4.0M |
| Client Accounts | 87 |
| Avg Account Size | $2.0M |
| Employees | 1 |
| Peak AUM | $176.7MFeb 2026 |
| AUM CAGR | +0.7% /yrover 1 yrs · 3 filings |
Total AUM
$177M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $177M | +0.6% | — | — | — |
| Discretionary AUM | $173M | +0.3% | |||
| Total AUM | $176.7M |
| Discretionary | $172.7M |
| Employees | 1 |
| Client Accounts | 87 |
Phone
(617) 945-1991
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$173M
97.7% of AUM
Non-Discretionary
$4M
2.3% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
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| Non-Disc. AUM | $4M | +15.6% | — | — | — |
| Total Accounts | 87 | 12.1% | — | — | — |
| Avg Account Size | $2M | +14.5% | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $177M | +0.6% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $177M | +0.6% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 13 | 0.0% | — | — | — |
| Individuals | 24 | 25.0% | — | — | — |