Darcy Brix Investment Representative, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides advisory referral (solicitor) services to individuals, small businesses, trusts and qualified retirement plans, with a stated specialization in referring employment recruiters and their clients to independent registered investment advisers. It facilitates introductions and delivers the RIAs’ disclosure documents but does not itself give investment recommendations or manage client accounts.
Darcy Brix does not perform portfolio management for individual investors or monitor the day-to-day activities of the third‑party RIAs it refers; clients enter into separate advisory agreements and retain custody and investment discretion with the chosen RIA. Compensation is received from the RIAs as solicitation/referral fees and the firm discloses this conflict of interest and provides written disclosures to prospective clients so they may consider engaging an RIA directly.
Compared with many supported firms, Darcy Brix does not charge percentage‑of‑AUM advisory fees and does not hold assets under management; it operates as a referral-only business with a small client base. The firm’s principals also spend a substantial portion of their time in a separate software and database business serving personnel-recruitment clients, a non‑advisory activity that may affect available firm resources and responsiveness.
Client services
Main office
Willoughby OH
Advisors at this office
2
Most active in
Ohio
Also doing business as
Darcy Brix Investment Advisor Representative, Inc. · Darcy Brix Investment Representative, Inc · Darcy Brix, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
Martin S
Series 65
Willoughby, OH
Darcy Brix Investment Representative, Inc
Martin Snyder is an investment advisor representative at Darcy Brix Investment Representative, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with Darcy Brix since 2011. Outside of advisory work, Snyder is the CEO of Main Sequence Technology, a company that develops software and database solutions for personnel recruitment. Darcy Brix provides advisory referral services primarily to individuals, small businesses, trusts, and qualified retirement plans, specializing in connecting employment recruiters and their clients to independent registered investment advisers. The firm does not manage client portfolios or provide investment recommendations but facilitates introductions and delivers disclosure documents.
William K
Series 65
Willoughby, OH
Darcy Brix Investment Representative, Inc
William Kubicek IV is an Investment Representative at Darcy Brix Investment Representative, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Darcy Brix since 2012. Kubicek also serves as Vice President of Marketing at Main Sequence Technology, a software and database solutions company focused on personnel recruitment, where he may spend the majority of his time. Darcy Brix provides advisory referral services primarily to individuals, small businesses, trusts, and qualified retirement plans, specializing in referrals to independent registered investment advisers. The firm operates on a referral-only basis and does not manage client assets or provide investment recommendations.
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