BRICKTOWN CAPITAL LLC

CRD

319290

SEC file #

801-124951

EIN

874051658

DBA names

Bricktown Capital, Llc

Economics

AUM

$11.67B

AUM band

$1B+

AUM trajectory

'23 · $11.06B

'25 · $11.75B

'26 · $11.67B

'23'26

$11.06B → $11.67B▲ +5%

sec adv history

Client mix

Insurance Companies	18
Corporations	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 25 advisors

'25 · 34 advisors

'26 · 33 advisors

'23'26

25 advisors → 33 advisors▲ +32%

sec adv history

Primary office

DETROIT MI

Branches

—

Custodian & Brokerage

Primary custodian

State Streetlow confidence

adv brochure

Services offered

Portfolio mgmt — businessesPension consultingSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

03/24/2026

ADV-W filed at

—

Website

bricktowncapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BLUE CROSS BLUE SHIELD OF MICHIGAN

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BLUE CROSS BLUE SHIELD OF MICHIGAN

CAMPBELL, RYDER

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BRICKTOWNCAPITAL.COM

Rdap Domain Creation Date

2021-11-16T12:53:10Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001934657

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-02-06

Edgar Last Filing Date

2026-04-16

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-16

Accession0001934657-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2881

Soi Zip Pct 200k Plus

0.0988

Soi Zip Returns 200k Plus

240

Soi Zip Total AGI

692,481

Fdic Zip Total Deposits

716,000,628,000

Fdic Zip Branch Count

380

Fdic Zip Top Banks

JPMorgan Chase Bank, National Association

Comerica Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

State Street	4
E*trade	4
Northern Trust	2

adv brochure

Edgar Addresses

Mailing

600 E LAFAYETTE BLVD.MAIL CODE 1802DETROIT, MI 48226

Business

600 E LAFAYETTE BLVD.MAIL CODE 1802DETROIT, MI 48226

Edgar EIN

874051658

Edgar Recent Filings

13F-HR2026-04-16 · 0001934657-26-000003

13F-HR2026-01-15 · 0001934657-26-000002

Fdic Zip Branches Raw

Comerica Bank-Ann Arbor, National AssociationDetroit, MI

First of America Bank-Southeast Michigan, National AssociationDetroit, MI

Fdic Zip HHI

2928.38

Fdic Zip Top Bank Share Pct

37.47

Fdic Zip Year

2025

Fee Schedule

Bracket Iii	46
Bracket Vi	32
Bracket Xii	8
Bracket Vii	4
Bracket I	3

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-11-16T12:53:10Z

Rdap Domain Last Changed

2025-02-24T18:00:27Z

Rdap Nameservers

Ns3.bcbsm.comNs4.bcbsm.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	5,846
Returns	510

Stub 2

AGI	16,851
Returns	460

Stub 3

AGI	27,566
Returns	450

Soi Zip Total Business Income

1,469

Soi Zip Total Cap Gains

96,036

Soi Zip Total Dividends

66,778

Soi Zip Total Returns

2,430

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