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Advisor

L Macaulay

Jmac Enterprises · Newtown, Pennsylvania

L Macaulay is a fee-only financial advisor at Jmac Enterprises in Newtown, Pennsylvania. Jmac Enterprises reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmJmac Enterprises
Based in Newtown, Pennsylvania
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$722.4M across 183 accounts
SEC registration Investment adviser representative in PA · CRD 6813076
Exams passedSeries 65 (2021)
Firm size5 employees
Disclosures None reported
Websitewww.brickhousestrategicwealth.com
LinkedInProfile

How L's firm compares

  • Jmac Enterprises's average account is about $3.9 million, from its Form ADV (assets managed divided by 183 accounts).

What fee-only advisors charge in Pennsylvania

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Questions about L

Is L Macaulay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: L holds no broker registration, and Jmac Enterprises reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does L charge for financial advice?

L's firm, Jmac Enterprises, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is L Macaulay based?

L Macaulay is based in Newtown, Pennsylvania.

Is L Macaulay registered with the SEC?

Yes. L Macaulay is registered as an investment adviser representative in PA (CRD 6813076), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Jmac Enterprises manage?

Jmac Enterprises reports $722.4M across 183 accounts in assets under management.

How do I contact L Macaulay?

Through L's website, www.brickhousestrategicwealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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