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BRICK & KYLE ASSOCIATES INC

NEWTOWN, PA · CRD 107771 · IAPD ↗ · brick-kyle.com · 215-493-8787

$491.7MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
May 2026 — BRICK & KYLE ASSOCIATES INC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
May 2024 — BRICK & KYLE ASSOCIATES INC changed its website from brickwealthmanagement.com to brick-kyle.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.