BRICK CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- EAST LANSING, Michigan
- CRD number
- 107600
- Registered since
- October 29, 1992
- Website
- www.brickcm.com
- Fee structure
- Fixed Fees
- Client types
- Banking / Thrift Institutions100%
- Services
- Financial PlanningPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brick Capital Management Inc. is a corporation that provides institutional advisory services, focused on financial planning and portfolio management for businesses and institutions. The firm operates on a fixed-fee model and, by registration history, has been an SEC-registered adviser since 1992. Its client base is institutional and its mandates are predominantly non-discretionary, meaning Brick Capital typically implements strategies in partnership with client governance rather than through full discretionary authority. Investment activity centers on a fixed-income remit: the firm shows a clear preference for government debt instruments and constructs portfolios to meet institutional liquidity, duration, and capital preservation objectives. Brick Capital is not identified as an active ESG investor. The firm does engage third‑party managers for alternative allocations, primarily in real estate, to complement its core fixed-income exposure.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds60%
- Other40%
Contacts
3 of 3BRIDGET BALESKY
PresidentCRD 4362512
KERRY BRICK
Vice PresidentCRD 4362587
JEFFREY BRICK
PresidentCRD 4502484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST LANSING, MI
INGHAM
Location
EAST LANSING, MI
Headquartered in EAST LANSING, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- INGHAM
- Address
- 1400 Abbot Rd
- Time zone
- ET (UTC-5)
- Office locations
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