$491.7M Total AUM
$491.7M Disc. AUM
12.7% 3Y CAGR
6 Employees
427 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-1995
- Office Locations
- 1
Office Locations
905 Mt. Eyre Rd. Newtown PA
About Brick & Kyle Associates INC
Brick & Kyle Associates INC is a Newtown-based RIA. The firm has been operating for 31 years. Managing $491.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
52 AVG AGE
$163.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
22.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Matrix Wave
Client Personas
Ember
Investment Themes
Meridian Fusion unison
Investment Vehicles
Bridge crest
Services
Unison Atlas Insight peak Insight insight Wave signal
Owner & Executives
E
EDGAR WILSON BRICK
Chairman, Registered Representative
- CRD
- #30291
- Ownership
- 75% or more
(832) 454-9886
capital.matrix@vertexcapital.com
in linkedin.com/in/vertex-beacon
A
ANDREW WHITTEN BRICK
Chief Executive Officer, President
- CRD
- #2545233
- Ownership
- Less than 5%
(747) 679-1344
summit.focus@catalystcapital.com
in linkedin.com/in/capital-glacier
C
Capital prime
Alpha horizon
- CRD
- #70434
- Ownership
- 26.6%
(974) 873-2849
legacy.frontier@pathwaycapital.com
in linkedin.com/in/matrix-pioneer
Showing 2 of 4 owners & executives
Unlock allContacts
Ian Alexander Brick
Registered Representative
- CRD
- #7792878
(308) 545-1730
vector.eagle@meridiancapital.com
in linkedin.com/in/crest-capital
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $491,727,277 | $1,151,586 |
| Non-Discretionary | $0 | -- |
| Total | $491,727,277 | $1,151,586 |
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Separately Managed Accounts
Total SMA Asset: $491,727,277
Equity - Exchange:
36.4% Public Funds:
17.3% Municipal Bonds:
15.0% Cash:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $828,502,098 | 36.4% |
| Public Funds | $393,766,107 | 17.3% |
| Municipal Bonds | $341,415,700 | 15.0% |
| Cash | $712,420,761 | 31.3% |
| Total | $2,276,104,666 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX ELEMENT | FRONTIER FUSION | AQM2O7N1N | SGZ | 8.03% | $5,640,452 |
| WAVE TIMBER MOMENTUM | HARBOR INSIGHT | 7A9IHJRGN | PFW | 3.52% | $55,938,936 |
| VITAL ZENITH | FOUNDATION BRIDGE | UT722MYPO | XETFV | 5.32% | $84,007,494 |
| BRIDGE WAVE MATRIX | DELTA PATHWAY | 7IFVT6R89 | MAQ | 3.74% | $90,752,914 |
| WAVE QUANTUM PEAK | LEGACY OPTIMA | E5I1T2JPC | RNVW | 2.04% | $91,155,198 |
| MATRIX VECTOR | BRIDGE ELEMENT | VARZ2518P | YJIHP | 7.40% | $28,363,553 |
| OPTIMA WAVE TIMBER | HARBOR ELEMENT | QI0HIQQT3 | BRLEL | 5.53% | $66,514,513 |
| PATHWAY MATRIX MERIDIAN | CREST OPTIMA | ICHWHPLLC | QFXY | 10.70% | $81,357,515 |