CRD: 312710
Jmac Enterprises LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-02-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 24, 2025 and May 6, 2026, reported AUM decreased 21.4%, from $918.8M to $722.4M.
Across 5 reported observations, AUM increased 14.5% between September 29, 2022 and May 6, 2026, from $631.0M to $722.4M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 3 advisory representatives and 183 clients, or 61 clients per representative. That equates to $3.9M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on May 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ROBERT CHARLES MACAULAY
Chief Compliance Officer, MANAGING PRINCIPAL, Principal
- CRD
- #1936227
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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L CONNOR ROBERT MACAULAY
Lead Advisor
- CRD
- #6813076
MORGAN ELIZABETH ZAFONTE
Lead Advisor
- CRD
- #6091926
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Jmac Enterprises LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Jmac Enterprises LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.