# Brick & Kyle Associates

Brick & Kyle Associates is a RIA based in Newtown, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newtown, United States
- **Region:** North America
- **Address:** Newtown, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** brickwealthmanagement.com
- **LinkedIn:** linkedin.com/company/brick-&-kyle-associates

## Regulatory record

- **CRD number:** 107771
- **SEC file number:** 801-55370
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107771

## About

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.

## People

- Michael J. Bovo — President and Chief Compliance Officer

## 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.

## Related profiles

- [Brickell Key Asset Management](https://altss.com/profile/brickell-key-asset-management)
- [Bricklayers And Masons Local Union No. 5 Ohio Pension Fund](https://altss.com/profile/bricklayers-and-masons-local-union-no-5-ohio-pension-fund)

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Last updated: 2026-07-06T00:31:38.924Z

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