{"url":"https://nivawealth.com/firms/tower-bridge-advisors-115700","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/115700","regulatoryAum":1494267021,"crd":"115700","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4568497","suffix":null,"lastName":"ADAMS","firstName":"MICHAEL","middleName":"JOSEPH"},{"crd":"3179619","suffix":null,"lastName":"BLAIR","firstName":"THOMAS","middleName":"GERALD"},{"crd":"4052294","suffix":null,"lastName":"CROOKS","firstName":"CHRISTOPHER","middleName":"MURRAY"},{"crd":"6045212","suffix":null,"lastName":"GALLAGHER","firstName":"SHAWN","middleName":"MICHAEL"},{"crd":"2252826","suffix":null,"lastName":"GILDEA","firstName":"CHRISTOPHER","middleName":"EUGENE"},{"crd":"333111","suffix":null,"lastName":"MEYER","firstName":"JAMES","middleName":"MAURICE"},{"crd":"4688945","suffix":null,"lastName":"RODAN","firstName":"DANIEL","middleName":"PATRICK"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":1898670503,"clients":1121,"employees":17,"offices":1},{"filedOn":"2022-03-16","regulatoryAum":1997205345,"clients":1197,"employees":17,"offices":1},{"filedOn":"2023-05-19","regulatoryAum":1866433648,"clients":1193,"employees":16,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":1855880980,"clients":1112,"employees":14,"offices":1},{"filedOn":"2025-05-13","regulatoryAum":1317334651,"clients":795,"employees":14,"offices":1},{"filedOn":"2026-01-23","regulatoryAum":1494267021,"clients":807,"employees":14,"offices":1}],"secFileNumber":"801-60640","legalName":"Tower 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The fee is billed in advance, is negotiable and has a $5,000 annual minimum.","source":"TOWER BRIDGE ADVISORS PART 2A, filed 23 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tower Bridge Advisors use?","answer":"Tower Bridge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.19B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tower Bridge Advisors have?","answer":"Tower Bridge Advisors has 6 investment adviser representatives registered with state securities authorities, out of 14 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tower Bridge Advisors invest in?","answer":"At the end of its last fiscal year, Tower Bridge Advisors’ separately managed accounts held 68% exchange-traded equities, 10% U.S. government and agency bonds, 8% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds and 3% state and local bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}