BRICK CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1992
Total AUM
$2.8B
Discretionary
$0
0% of AUM
Avg account
$142M
Accounts
20
Employees
1
Advisory reps
3

Firm details

Headquarters
EAST LANSING, Michigan
CRD number
107600
Registered since
October 29, 1992
Fee structure
Fixed Fees
Client types
  • Banking / Thrift Institutions100%
Services
Financial PlanningPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brick Capital Management Inc. is a corporation that provides institutional advisory services, focused on financial planning and portfolio management for businesses and institutions. The firm operates on a fixed-fee model and, by registration history, has been an SEC-registered adviser since 1992. Its client base is institutional and its mandates are predominantly non-discretionary, meaning Brick Capital typically implements strategies in partnership with client governance rather than through full discretionary authority. Investment activity centers on a fixed-income remit: the firm shows a clear preference for government debt instruments and constructs portfolios to meet institutional liquidity, duration, and capital preservation objectives. Brick Capital is not identified as an active ESG investor. The firm does engage third‑party managers for alternative allocations, primarily in real estate, to complement its core fixed-income exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 60%, Other 40%60%
  • US Government Bonds60%
  • Other40%

Contacts

3 of 3
  • BRIDGET BALESKY

    PresidentCRD 4362512

  • KERRY BRICK

    Vice PresidentCRD 4362587

  • JEFFREY BRICK

    PresidentCRD 4502484

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EAST LANSING, MI

INGHAM

Location

EAST LANSING, MI

Headquartered in EAST LANSING, MI, in the Midwest of the United States.

Region
Midwest
County
INGHAM
Address
1400 Abbot Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth