Brick & Kyle Associates Inc
● SEC registered since 1998CRD 107771SEC# 801-55370Newtown, PA
Reg. AUM
$491.7M
Employees
6
Accounts
427
Location
Newtown, PA
About Brick & Kyle Associates
Brick & Kyle Associates is an SEC-registered investment adviser providing equity, fixed income, and balanced portfolio management alongside retirement planning and individual retirement counseling. Client accounts are custodied at Schwab while the firm delivers the advisory relationship.
Summary based on the firm’s website.
Brick & Kyle Associates Inc assets under management
Brick & Kyle Associates Inc is a registered investment adviser overseen by the SEC based in Newtown, PA. The firm has been registered since 1998. It reports $491.7 million in regulatory assets under management and employs 6 people.
Brick & Kyle Associates Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Whitten Brick Control | President & C.e.o. | Under 5% | 2014 |
| Betty Deane Brick Control | Executive Vice President | Under 5% | 2014 |
| Edgar Wilson Brick Control | Chairman | Over 75% | 1987 |
| James Donald Lewers | Senior Vice President - Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Brick & Kyle Associates Inc manage?
Brick & Kyle Associates Inc reports $491.7 million in regulatory assets under management on its Form ADV.
How many employees does Brick & Kyle Associates Inc have?
Brick & Kyle Associates Inc reports 6 employees.
Where is Brick & Kyle Associates Inc located?
Brick & Kyle Associates Inc is based in Newtown, PA and has been SEC-registered since 1998.
Does Brick & Kyle Associates Inc disclose fund performance?
Brick & Kyle Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 905 Mt Eyre Rd, Newtown, PA 18940 |
| Phone | 215-493-8787 |
| Fax | 215-493-8002 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1163253 |
| Discloses disciplinary history | No |
Regulatory AUM
$491.7M▲ 16%
May '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$491.7Mregulatory AUM
Discretionary $491.7M