Robert Macaulay
Jmac Enterprises · Newtown, Pennsylvania
Robert Macaulay is a fee-only financial advisor at Jmac Enterprises in Newtown, Pennsylvania, who holds the CFP credential. Jmac Enterprises reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Robert →
Facts
| Firm | Jmac Enterprises |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $722.4M across 183 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 1936227 |
| Exams passed | Series 63 (1989) · Series 65 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.brickhousestrategicwealth.com |
| Profile |
How Robert's firm compares
- Jmac Enterprises's average account is about $3.9 million, from its Form ADV (assets managed divided by 183 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Macaulay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Jmac Enterprises, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Macaulay based?
Robert Macaulay is based in Newtown, Pennsylvania.
What credentials does Robert Macaulay hold?
Robert Macaulay holds the CFP credential.
Is Robert Macaulay registered with the SEC?
Yes. Robert Macaulay is registered as an investment adviser representative in PA (CRD 1936227), 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 Robert Macaulay?
Through Robert'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.
See something wrong? Request a correction. Read our methodology.