Brick & Kyle Associates Inc
- Regulatory AUM
- $492M
- Discretionary
- $492M
- Clients
- 427
- Avg AUM / client
- $1.2M
- Accounts
- 427
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $106M | 21.5% |
| High net worth individuals | 314 | $386M | 78.5% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edgar Wilson Brick | Chairman | Oct 1987 (39y) | 75% or more | |
| Betty Deane Brick | Executive Vice President | Feb 1997 (29y) | Less than 5% | |
| Andrew Whitten Brick | President | CFP | Jan 2000 (27y) | Less than 5% |
| James Donald Lewers | Senior Vice President Chief Compliance Officer | CFP Chartered Financial Consultant | Jan 2002 (25y) | Less than 5% |
| Ian Alexander Brick | Registered representative | Oct 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 857 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗