Brick & Kyle Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Newtown, PA. Its latest Form ADV filing, dated April 6, 2026, reports $492M in regulatory assets under management, 6 employees, and 427 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.5% of total clients.
Top client categories% of clientsClients
1
HNWI
73.5%
314
2
Individuals
26.5%
113
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$492Mas of April 6, 2026
Discretionary100.0%
$492M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$492M
Total Accounts427
10Y AUM Change+$277M (+128.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee71:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.