RIA Intel›Advisers›North Carolina›BRICK STREET EQUITY MANAGEMENT, LLC

BRICK STREET EQUITY MANAGEMENT, LLC

Advisory

NC

Data as of Feb 24, 2026 · Source: SEC Form ADV

AUM change, 1 year
-93.3%
2nd percentile in NC
AUM CAGR, 3 year
-54.6%
compound annual growth
Average account
$625K
across 42 accounts
AUM per adviser
$26M
1 advisers
Filing history
10
filings since 2017

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$26M
1-Year AUM Growth
-93.3%
3-Year CAGR
-54.6%
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingJan 19, 2017
Latest FilingFeb 24, 2026
Full AUM trend chart and 10 historical filings spanning 9+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

FESTOG CAPITAL, LLC
$26M
WOODWARD FINANCIAL ADVISORS, LLC
CHAPEL HILL, NC
$26M
-24.7% 1Y
W.WALL AND COMPANY, INC.
ASHEVILLE, NC
$26M
-11.4% 1Y
PULLEN INVESTMENTS, LLC
RALEIGH, NC
$26M
-91.3% 1Y
RALEIGH INVESTMENT ADVISORS, INC.
$26M
WHICHARD ROACH & ASSOCIATES, INC.
GREENSBORO, NC
$26M

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