Brucke Financial, Inc.
- Regulatory AUM
- $262M
- Discretionary
- $262M
- Clients
- 754
- Avg AUM / client
- $348K
- Accounts
- 2,324
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 563 | $74.9M | 28.5% |
| High net worth individuals | 175 | $178M | 68.0% |
| Corporations and other businesses | 16 | $9.2M | 3.49% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Krieg Devault Profit Sharing Plan Krieg Devault Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew James Hawickhorst | Chief Compliance Officer/President | Nov 2017 (9y) | 75% or more | |
| Luke Edward Doedtman | Registered representative | CFP | Jan 2018 (9y) | |
| Richard James Hawickhorst | Registered representative | Chartered Financial Consultant | Jan 2018 (9y) | |
| Jennifer Marie Kinkelaar | Registered representative | Dec 2019 (7y) | ||
| Jacob Shane Beckman | Registered representative | May 2025 (1y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Krieg Devault Profit Sharing Plan | Krieg Devault Llp | 166 | $105M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 917 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $156M (59% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗