ONE BRICK CAPITAL, LLC

Overview

One Brick Capital, LLC is an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and portfolio management. The firm tilts toward equities as its primary asset class, running discretionary portfolios that emphasize exchange-traded instruments alongside separately managed account structures. Its business model blends percentage-of-AUM billing with fixed fees and other fee arrangements, and the firm does not identify as an active ESG investor. The adviser supports both planning and investment execution for individuals and small businesses, positioning itself to manage concentrated equity exposure and diversified portfolios. While it does not present itself as a multi-state or pension consultant, the firm’s activity shows a mix of liquid public market strategies supplemented by allocations to private-market alternatives and insurance products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices