Darcy Brix Investment Representative, Inc
State-registered
Investment Adviser
CRD 166783
· SEC file 801-108953
· Willoughby, OH
· WWW.DARCYBRIX.COM
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ADV data as of Jan 04, 2024
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin Howard Snyder | Chief Executive Officer And Chief Compliance Officer | Oct 2011 (15y) | 25% – 50% | |
| Kubicek, Gretchen, A | Chief Financial Officer | Apr 2012 (14y) | 5% – 10% | |
| Snyder, Michael, H | Chief Information Officer | Apr 2012 (14y) | 25% – 50% | |
| William Frank Kubicek | Chief Marketing Officer / Chief Operating Officer | Apr 2012 (14y) | 25% – 50% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/04/2024 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 04, 2024.
View current Form ADV (SEC/IAPD) ↗