Brucke Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$253,233,466
Clients
738
Advisors
5
across 2 offices
About
Brücke Financial, Inc. provides discretionary portfolio management, financial planning and pension consulting to individuals, high‑net‑worth clients, and businesses, reporting roughly $262 million in discretionary assets under management for about 738 clients across a five‑advisor team. The firm also offers periodic educational seminars and workshops to clients and prospects, which it states are provided free of charge.
BFI implements written Investment Policy Statements for each client and relies on fundamental analysis and modern portfolio theory while employing long‑term strategies and options trading, including covered, uncovered and spread positions. It routinely allocates portions of client assets to subadvisors — including Vise AI Advisors, Endure Capital LLC and Argus Efficient Capital — and discloses the use of derivatives in separately managed accounts.
Notable distinctions relative to peers include a relatively large client load per advisor, a practice that coincides with use of subadvisors and technology in portfolio management. The firm’s representatives are also licensed insurance agents (Simplicity Group and MassMutual Life Insurance), a business activity the brochure discloses as a potential conflict of interest, and BFI explicitly addresses artificial‑intelligence and machine‑learning risks tied to some of its investment relationships.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $500 to $15,000 based on complexity and estimated time
All Assets+: 1.25% annually
Between $150 and $300 per hour
Main office
See officeIndianapolis IN
Advisors at this office
2
Offices (2)
Most active in
Illinois · Indiana · Missouri · New York · Texas
Also doing business as
Brucke Financial, Inc. · Orbis Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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