Brick & Kyle Associates provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Brick & Kyle Associates reports 427 clients. They include 314 high-net-worth individuals and 113 individual clients. Of its assets, 100.0% ($492M across 427 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 26% | 21% |
| High-net-worth individuals | 74% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $106M | 21.5% | $934K |
| High-net-worth individuals | 314 | $386M | 78.5% | $1.23M |
| Total | 427 | $492M | 100% | $1.15M |
- Clients
- 113
- Regulatory AUM
- $106M
- AUM share
- 21.5%
- Avg. per client
- $934K
- Clients
- 314
- Regulatory AUM
- $386M
- AUM share
- 78.5%
- Avg. per client
- $1.23M
Total
- Clients
- 427
- Regulatory AUM
- $492M
- AUM share
- 100%
- Avg. per client
- $1.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Brick & Kyle Associates is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- The financial planning program is charged hourly at $250; fees are agreed before a contract and an estimate is given at the start of the relationship.
Edgar Brick owns 75% or more of Brick & Kyle Associates. The leadership team of Brick & Kyle Associates includes President Betty Brick and Chief Compliance Officer James Lewers. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Brick & Kyle Associates Inc
Edgar Brick
Control person · since October 1987
Brick & Kyle Associates’ regulatory assets grew 1.6× from $317M (July 2021) to $492M (April 2026); clients rose from 387 to 427 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $492M | 427 | 6 | 1 |
| May 2025May 2025 | $425M | 331 | 6 | 1 |
| Apr 2024April 2024 | $398M | 340 | 6 | 1 |
| Apr 2023April 2023 | $347M | 293 | 6 | 1 |
| Apr 2022April 2022 | $377M | 287 | 7 | 1 |
| Jul 2021July 2021 | $317M | 387 | 6 | 1 |
Besides its headquarters, Brick & Kyle Associates has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 905 MT Eyre RD, NewtownHQ
Contact and registration details
- Legal name
- Brick & Kyle Associates Inc
- Headquarters
- 905 MT Eyre RD, Newtown, PA 18940
- Website
- brick-kyle.com
- Phone
- 215-493-8787
- SEC file
- 801-55370
- Founded
- 1984
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Brick & Kyle Associates does not have custody of client assets.
At year end, Brick & Kyle Associates’ separately managed accounts were mostly in stocks (63%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $303M across 96 positions; the largest are Apple Inc. (10.9%), Nvidia Corporation (8.6%) and Pimco ETF TR (5.6%).
What the accounts hold
- Stocks63%
- Funds31%
- Bonds5%
- Cash1%
How many clients does Brick & Kyle Associates have?
Brick & Kyle Associates has 427 clients and manages $492 million for them, as of April 2026. They include 314 high-net-worth individuals and 113 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 April 2026
What services does Brick & Kyle Associates offer?
Brick & Kyle Associates provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does Brick & Kyle Associates have?
Brick & Kyle Associates has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brick & Kyle Associates invest in?
At the end of its last fiscal year, Brick & Kyle Associates’ separately managed accounts held 63% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brick & Kyle Associates?
Brick & Kyle Associates’ direct owner is Edgar Brick (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 April 2026
How does Brick & Kyle Associates get paid?
Brick & Kyle Associates is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Brick & Kyle Associates?
Brick & Kyle Associates’ main office is at 905 MT Eyre RD, Newtown, PA 18940. Its phone number is 215-493-8787. Its website is brick-kyle.com.