Brickster Capital LLC
RIAState Registered
Total AUM
$17.9M
Discretionary
$17.9M
100% of AUM
Avg account
$9M
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
FINTRXOverview
Brickster Capital LLC is a Colorado-based limited liability company that provides portfolio management for individuals and small businesses. The firm is owned by an individual and operates under an unclassified adviser designation. It charges both a percentage-of-AUM fee and may assess performance-based fees on certain relationships. The firm does not identify as an ESG investor and is not structured as a multisate adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- US Government Bonds15%
- Derivatives15%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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