$722.4M Total AUM
$719.2M Disc. AUM
3.9% 3Y CAGR
5 Employees
183 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Catalyst primeFoundation catalyst +more
- Established Date
- 03-02-2021
- Office Locations
- 1
Office Locations
201 South State ST Suite 2A Newtown PA
About Jmac Enterprises LLC
Brick House Strategic Wealth is an independent RIA based in Newtown, PA providing portfolio management and comprehensive financial planning. The firm takes a life-centered, turnkey approach for business owners seeking clarity on their endgame and for individuals navigating major life transitions, with multi-generational, family office-style support. Portfolios may use ETFs and mutual funds; Fidelity/NFS is a key custodian.
Team overview
30 AVG AGE
$240.8M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
5.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Focus value Capital fusion
Client Personas
Ember North Meridian momentum
CRM
Catalyst
Custodian
Legacy Summit legacy Zenith zenith Alpha Harbor harbor Ember Foundation Beacon Timber
Investment Themes
Catalyst horizon Frontier focus Frontier capital Element
Investment Vehicles
Horizon Radial ridge
Platform
Delta glacier Matrix signal
Services
Zenith Prime atlas Fusion peak Foundation Crest frontier Momentum momentum Eagle peak Frontier Wave zenith Focus value
Technology
Harbor Element Delta Foundation
Owner & Executives
ROBERT CHARLES MACAULAY
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- #1936227
- Ownership
- Less than 5%
(842) 269-5433
bridge.pathway@capitalcapital.com
in linkedin.com/in/vector-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
L
L CONNOR ROBERT MACAULAY
Lead Advisor
- CRD
- #6813076
(956) 903-4260
prime.wave@meridiancapital.com
in linkedin.com/in/horizon-oak
MORGAN ELIZABETH ZAFONTE
Lead Advisor
- CRD
- #6091926
(793) 741-3756
radial.foundation@bridgecapital.com
in linkedin.com/in/momentum-bridge
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $719,182,103 | $3,995,456 |
| Non-Discretionary | $3,246,786 | $1,082,262 |
| Total | $722,428,889 | $3,947,699 |
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Separately Managed Accounts
Total SMA Asset: $722,428,889
Public Funds:
8.0% Equity - Exchange:
19.6% U.S. Government/Agency:
20.4% Municipal Bonds:
10.7% Corporate - Investment Grade:
15.6% Cash:
4.6% Corporate - Non-Investment Grade:
13.9% Derivatives:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $307,394,180 | 8.0% |
| Equity - Exchange | $753,115,742 | 19.6% |
| U.S. Government/Agency | $783,855,160 | 20.4% |
| Municipal Bonds | $411,139,716 | 10.7% |
| Corporate - Investment Grade | $599,418,652 | 15.6% |
| Cash | $176,751,654 | 4.6% |
| Corporate - Non-Investment Grade | $534,097,388 | 13.9% |
| Derivatives | $276,654,763 | 7.2% |
| Total | $3,842,427,255 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY VALUE | ZENITH VECTOR | B8HJ7YP1D | BHE | 3.27% | $119,492,487 |
| VALUE RADIAL RIDGE | WAVE SIGNAL | GEDF12LLZ | RUZZU | 8.81% | $100,168,612 |
| ZENITH MERIDIAN BEACON | TIMBER DELTA | PCRKEXOB3 | LWW | 11.83% | $37,400,278 |
| PATHWAY HORIZON PEAK | BEACON ELEMENT | 637FUYAD6 | OWU | 6.99% | $90,185,510 |
| VERTEX LEGACY SIGNAL | ZENITH ATLAS | CPIK3RDMT | BVVSX | 5.64% | $58,035,727 |
| ALPHA PATHWAY | OPTIMA SUMMIT | L263IV35L | OAYP | 1.73% | $10,785,182 |
| CATALYST HARBOR DELTA | CATALYST QUANTUM | QHM1KA3MI | DYEPO | 7.92% | $94,570,139 |
| WAVE PEAK | VITAL LEGACY | G2ZU7AD95 | DOE | 1.96% | $93,008,267 |