Brady Ware Investment Counsel, LLC (Dayton)

Name: Brady Ware Investment Counsel, LLC
Address: One South Main Street, Dayton, OH, 45402
Telephone: 937-223-5247

Brady Ware Investment Counsel, LLC is a large advisory firm based in Dayton. It manages $112.82 million of regulatory assets for 325 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Indiana, Ohio, and Texas.

Brady Ware Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brady Ware Investment Counsel: assets under management

The assets under management (AUM) of Brady Ware Investment Counsel, LLC is $112.82 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brady Ware Investment Counsel, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brady Ware Investment Counsel, LLC

Daniel James Meixner has been acting as President since 1 Nov 2001. Inc. Brady Ware & Schoenfeld joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel James Meixner	President	1 Nov 2001	25% - 50%	2647278
James Carl Meixner	Chairman	1 Nov 2001	25% - 50%	1081461
Meixner And Company Llc Brady	Partner	1 Nov 2001	75% - 100%	31-1680419
Inc. Brady Ware & Schoenfeld	Partner	1 Sep 2003	75% - 100%	35-1476702
Timothy Michael Oloughlin	President	1 Sep 2003	Other	3267284
Gary L Adamson	Chairman/treasurer	1 Sep 2003	Other	4778582
Rita A Keller	Secretary	1 Sep 2003	Other	4778584

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Meixner And Company Inc. Schneider	Partner	1 Jan 2000	50% - 75%	31-1211381
Ware & Schoenfeld Inc. Brady	Partner	1 Jan 2000	50% - 75%	35-1476702

Based in Dayton

The principal office where Brady Ware Investment Counsel, LLC performs its advisory services is located at One South Main Street, Dayton, OH 45402, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-223-5247 or by fax 937-223-0300. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bradywareinvestmentcounsel.com.