A complete list of active advisors currently associated with Brick & Kyle Associates Inc

Warmer can help you find a great advisor at Brick & Kyle Associates Inc or one who fits your needs even better.

Brick & Kyle serves a mix of individual and high‑net‑worth clients as well as institutional entities such as pensions, trusts, corporations, estates and charitable organizations, providing discretionary portfolio management and written financial planning. The firm also offers non‑securities advice on taxes, insurance, estate and education planning; investment services are billed principally as a percentage of assets under management, while planning engagements are provided separately. The firm’s investment process combines fundamental, technical and cyclical analysis within an asset‑allocation framework and employs both long‑ and short‑term strategies across equities, fixed income, ETFs, mutual funds, REITs and alternative investments. Accounts are typically managed on a discretionary basis with quarterly reviews, block‑trading practices for order aggregation, and custodial reporting provided through Charles Schwab. A feature that distinguishes the firm from most peers is its dealer affiliation: a principal is also a registered representative of an affiliated broker‑dealer and the brochure discloses that the firm may receive commissions on brokered transactions, with policies (disclosures, Code of Ethics, supervisory reviews and prior‑approval rules) intended to address that potential conflict. The firm is also long‑established with multi‑decade continuity and multi‑generation leadership, and it manages roughly $492 million for a few hundred client accounts—an asset base that is relatively large for a five‑advisor team.

To learn more about the advisors currently working at Brick & Kyle Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.