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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge horizon
- Established Date
- 01-31-2019
- Office Locations
- 1
Office Locations
About ONE Brick Capital, LLC
One Brick Capital is a Columbus, OH-based fiduciary wealth advisory and financial planning firm providing comprehensive, outcome-driven strategies tailored to each client. The firm emphasizes independent research and avoids commissionable products or industry kickbacks. Client focus includes business owners, entrepreneurs, and retirees, with portfolios commonly implemented using ETFs alongside public and private funds (custodied at Schwab).
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Owner & Executives
MICHAEL BRENNAN STAFFORD
Chief Compliance Officer, Principal
- CRD
- #4793658
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,494,133 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,494,133 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,494,133
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,880,324,123 | 33.7% |
| Private Funds | $1,238,670,490 | 22.2% |
| Public Funds | $2,460,602,191 | 44.1% |
| Total | $5,579,596,804 | 100.0% |