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BRICK CAPITAL MANAGEMENT INC

CRD 107600File 801-42564
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.84B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.84B
Clients
20
20 accounts
Employees
1
Top 10% of cohort in MI

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Oct 29, 1992
Principal office
1400 ABBOT ROAD, STE 105, EAST LANSING, MI, 48823
Phone
517-332-7700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.84B
Discretionary AUM
$0
Non-discretionary AUM
$2.84B
Discretionary accounts
0
Non-discretionary accounts
20
Total accounts
20
AUM per client
$141.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Banking or thrift institutions20$2.84B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

Advisory activities

  • Financial planning services
  • Portfolio management for businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients1820increased by2
Apr 1, 2026AUM$2,662,700,000$2,836,000,000increased by$173,300,000
Apr 1, 2026Accounts1820increased by2
May 1, 2025
vs Oct 1, 2022
Clients2618decreased by8
May 1, 2025
vs Oct 1, 2022
AUM$4,320,000,000$2,662,700,000decreased by$1,657,300,000
May 1, 2025
vs Oct 1, 2022
Accounts2618decreased by8
Apr 1, 2022Clients2326increased by3
Apr 1, 2022AUM$3,449,000,000$4,320,000,000increased by$871,000,000
Apr 1, 2022Accounts2326increased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BRICK CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRICK CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.