Brickell Investments, LLC

Overview

Brickell Investments, LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and shows a clear preference for listed equities, running client portfolios that emphasize exchange-traded instruments. Brickell does not market itself as an ESG-focused advisor, multi-state adviser, pension consultant, or capital allocator; its activity appears focused on straightforward wealth management for individual and family clients rather than institutional or large-scale private capital deployment. Investment activity centers on separately managed account exposure to equities, with most assets positioned in exchange-traded equities—both ETFs and individual listed stocks. The firm also uses mutual funds and corporate debt as complementary building blocks, suggesting a blended approach that mixes direct equity exposure with pooled and fixed-income instruments where appropriate. Advisory services are described as portfolio management for individuals and small businesses rather than specialized family office services or delegated institutional management.

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Public Holdings

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Location & Offices