Bank / Wealth / TrustRIA · CRD 107771SEC-Registered

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Brick & Kyle Associates

Brick & Kyle Associates was established in 1984 in Newtown, Pennsylvania. President Michael J. Bovo leads the firm as a registered investment advisor,...

Brick & Kyle Associates logo

Brick & Kyle Associates

Brick & Kyle Associates was established in 1984 in Newtown, Pennsylvania. President Michael J. Bovo leads the firm as a registered investment advisor, providing wealth management services to a client base that includes high-net-worth individuals, corporate pension plans, and other institutional accounts. The firm operates from a single office in Bucks County, maintaining a deliberately low profile without public marketing or a LinkedIn presence. The firm's investment approach centers on portfolio management and financial planning, with advisory services spanning equity and fixed-income strategies. Public filings indicate a focus on separately managed accounts rather than pooled fund vehicles. Geographic concentration appears weighted toward the Mid-Atlantic region, serving clients in Pennsylvania and surrounding states. The firm does not publicize specific portfolio holdings, co-investors, or deal-level detail. Team scale and total assets are not publicly disclosed. Brick & Kyle does not maintain known adjacent vehicles — no affiliated philanthropic foundations, real-asset arms, or operating companies appear in public record. The firm has not announced personnel changes, fund closings, or strategic shifts in recent years, consistent with a stable, relationship-driven advisory practice. As a registered investment advisor operating continuously since 1984, Brick & Kyle represents a generationally durable independent wealth management practice. The firm's longevity without institutionalization — no announced succession plan, no external capital, no brand expansion — distinguishes its architecture from consolidating RIAs and platform aggregators.

General information

Firm type

Wealth Manager

Year founded

1984

Location

Region

North America

Country

United States

City

Newtown

Corporate office

Newtown, United States

Principals

Michael J. Bovo

President and Chief Compliance Officer

Frequently asked questions

Who runs investment decisions at Brick & Kyle Associates?

Michael J. Bovo serves as President and Chief Compliance Officer, overseeing investment advisory and portfolio management functions. He has led the firm since its founding in 1984. Specific portfolio managers or investment committee members beyond Bovo are not publicly identified.

Does Brick & Kyle Associates disclose its assets under management?

No public AUM figure is available. The firm files as an SEC-registered investment advisor but does not publish asset totals, portfolio composition, or client count in publicly accessible materials.

What investment vehicles does Brick & Kyle Associates offer?

Based on its regulatory profile, the firm provides separately managed accounts and advisory services rather than proprietary pooled funds. There is no public record of Brick & Kyle sponsoring mutual funds, ETFs, or private equity vehicles.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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