Brickstone Advisors

Overview

Brickstone Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and combines advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and other non-disclosed fee structures. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices