BRICK & KYLE ASSOCIATES INC

Overview

Brick & Kyle Associates Inc. is an independent registered investment adviser that serves individual and family clients, with a fee model tied to a percentage of assets under management. The firm also operates as a registered representative of a broker-dealer, creating a dual-capacity relationship that combines advisory discretionary portfolio services with brokerage access. Its advisory services focus on financial planning and portfolio management for individuals and small businesses, and the firm shows a clear preference for equity-centered portfolios. Investment activity is concentrated in publicly traded equities and exchange-traded products, with position sizing that suggests a mix of concentrated convictions and diversified ETF exposures. The adviser is not positioned as an institutional allocator or pension consultant; instead, it manages tailored portfolios for a relatively modest client base and appears to lean on liquid, market-traded instruments for core exposure.

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