$262.4M Total AUM
$262.4M Disc. AUM
24.7% 3Y CAGR
6 Employees
781 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal
- Established Date
- 01-05-2018
- Office Locations
- 2
Office Locations
111 E Main ST Teutopolis IL
-- Indianapolis IN
About Brucke Financial, Inc.
Brucke Financial, Inc. provides portfolio management and planning with a specialty in farm succession planning for multi-generational farm families and business owners. Portfolios emphasize ETFs and public funds alongside diversified allocations. Custodies client assets primarily at Charles Schwab.
Team overview
36 AVG AGE
$65.6M AVG AUM / ADVISOR
$336.0K AVG AUM / CLIENT
6.6 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Unison vertex Element alpha Timber Vital value North eagle
Client Personas
Element
Custodian
Ember harbor Capital Element harbor Summit
Investment Themes
Legacy pathway Signal Vertex atlas
Investment Vehicles
Quantum
Platform
North
Services
Legacy atlas Insight atlas Matrix Vital Atlas Legacy Quantum beacon Bridge
Technology
Ember
Owner & Executives
A
ANDREW JAMES HAWICKHORST
Chief Compliance Officer, President
- CRD
- #5481097
- Ownership
- 75% or more
(902) 225-8396
legacy.wave@deltacapital.com
in linkedin.com/in/peak-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jacob Shane Beckman
--
- CRD
- #8069107
(521) 690-8799
delta.wave@focuscapital.com
in linkedin.com/in/pioneer-insight
LUKE EDWARD DOEDTMAN
President
- CRD
- #6000154
(333) 763-6803
glacier.peak@matrixcapital.com
in linkedin.com/in/value-horizon
R
Ridge harbor
Foundation prime crest
- CRD
- #52265
(654) 956-6025
bridge.ridge@unisoncapital.com
in linkedin.com/in/eagle-harbor
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,391,464 | $112,905 |
| Non-Discretionary | $0 | -- |
| Total | $262,391,464 | $112,905 |
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Separately Managed Accounts
Total SMA Asset: $262,391,464
Equity - Exchange:
11.3% Private Funds:
20.9% Cash:
8.6% Public Funds:
13.8% Other:
25.4% U.S. Government/Agency:
20.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $161,397,302 | 11.3% |
| Private Funds | $298,513,594 | 20.9% |
| Cash | $122,833,345 | 8.6% |
| Public Funds | $197,104,670 | 13.8% |
| Other | $362,786,856 | 25.4% |
| U.S. Government/Agency | $285,658,940 | 20.0% |
| Total | $1,428,294,707 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON FOCUS | HARBOR GLACIER | L9V8EKH8C | CCGPP | 4.85% | $85,768,198 |
| RIDGE MATRIX | QUANTUM OAK | AHJ1J0MTC | AUG | 1.61% | $64,388,683 |
| OAK FRONTIER | VECTOR PATHWAY | XAJ78KV8E | GVR | 9.24% | $99,996,031 |
| QUANTUM VITAL VALUE | HARBOR OPTIMA | JIHK7YA4H | RPIP | 2.36% | $105,357,320 |
| OAK RADIAL MATRIX | OAK OAK | BELT8XR7B | KDM | 12.60% | $33,343,823 |
| ZENITH NORTH | PIONEER OPTIMA | D3KD12A0C | CLUQR | 11.69% | $11,272,112 |
| MOMENTUM TIMBER | PRIME HORIZON | DBOWPJZIS | NVE | 6.08% | $73,210,814 |
| SUMMIT SIGNAL | FOUNDATION CATALYST | OUI8BJL87 | RFN | 0.97% | $99,367,203 |