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BRICKELL KEY ASSET MANAGEMENT LLC

CHARLESTON, SC · CRD 295209 · IAPD ↗ · 866-443-1080

$119.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2025 — BRICKELL KEY ASSET MANAGEMENT LLC reported RAUM down 52% ($268.3M -> $130.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — BRICKELL KEY ASSET MANAGEMENT LLC shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2024 — BRICKELL KEY ASSET MANAGEMENT LLC moved its main office from MIAMI, FL to CHARLESTON, SC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
49
April 2024 — BRICKELL KEY ASSET MANAGEMENT LLC reported RAUM up 32% ($202.7M -> $268.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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