# Brickell Financial Group LLC

> Brickell Financial Group LLC is a state-registered investment advisory firm in Miami, FL, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2025.

- CRD: 283974
- Filed as: BRICKELL FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: January 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283974
- AdvisorCensus page: https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974

## Quick answers

**How is Brickell Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brickell Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brickell Financial Group LLC located?**
Brickell Financial Group LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Brickell Financial Group LLC registered with the SEC or a state?**
Brickell Financial Group LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283974.

**How much does Brickell Financial Group LLC manage?**
Brickell Financial Group LLC reports $18,000,000 in regulatory assets under management in its Form ADV filing dated January 29, 2025 (86% discretionary).

**What types of clients does Brickell Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (7).

**Does Brickell Financial Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283974

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,000,000
- Discretionary: $15,500,000
- Non-discretionary: $2,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $5,500,000 |
| High net worth individuals | 7 | $12,500,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [brickellfin.com](https://brickellfin.com)
- [librefin.com](https://librefin.com)
- Facebook @brickellfin
- Instagram @global_financial_planner
- LinkedIn @brickell-financial-group-llc
- X @Quest2Invest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brickell Financial Group LLC (CRD 283974): Form ADV filing data as of October 2026.