CRD: 115700
Tower Bridge Advisors
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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2001
- Office Locations
- 1
Office Locations
About Tower Bridge Advisors
Tower Bridge Advisors is an employee-owned RIA (founded 2001) providing wealth and asset management for individuals, families, and select institutions. The team builds fully transparent, customized equity and fixed-income portfolios-typically 35-40 individual stocks paired with bonds-using an in-house research process that considers taxes and risk. Clients can speak directly with the portfolio manager; market commentary is published three times weekly.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MAURICE MEYER
Advisor, Chairman Of The Board, DIRECTOR, PRINCIPAL, Senior Portfolio Manager
- CRD
- #333111
- Ownership
- 25% but less than 50%
CHRISTOPHER MURRAY CROOKS
Chief Investment Officer, DIRECTOR, PRINCIPAL, Senior Portfolio Manager
- CRD
- #4052294
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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MICHAEL JOSEPH ADAMS
Senior Portfolio Manager
- CRD
- #4568497
THOMAS GERALD BLAIR
Qualified Plan Advisor, Portfolio Manager
- CRD
- #3179619
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,460,265,763 | $1,841,445 |
| Non-Discretionary | $34,001,258 | $2,833,438 |
| Total | $1,494,267,021 | $1,856,232 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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