Brickster Capital LLC

RIASEC Registered
Total AUM
$20.6M
Discretionary
$20.6M
100% of AUM
Avg account
$10.3M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338580
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Brickster Capital LLC operates as a small, actively managed advisory boutique focused on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and can assess performance-based fees, indicating an orientation toward active, results-driven mandates rather than purely advisory or wrap-fee relationships. Filings show a clear equity preference: the adviser allocates a sizable portion of its SMA assets to exchange-traded equities and ETFs for core exposure, while also employing commodity and oil & gas strategies as alternative allocations. The firm reports no formal ESG program and is organized as a single-state, owner-operated limited liability company.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 55%, US Government Bonds 15%, Derivatives 15%, Cash & Cash Equivalents 15%55%
  • Exchange Traded Equities55%
  • US Government Bonds15%
  • Derivatives15%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • John Pace

    John Pace

    CRD 8156477

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth