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Covered Bridge Tactical, LLC (Yardley)


Covered Bridge Tactical, LLC is a large advisory firm based in Yardley. It manages $101.47 million of regulatory assets for 494 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of New Jersey and Pennsylvania.

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Covered Bridge Tactical provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Covered Bridge Tactical: assets under management

The assets under management (AUM) of Covered Bridge Tactical, LLC is $101.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2597% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $101.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $205.4 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Covered Bridge Tactical, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Yardley

The principal office where Covered Bridge Tactical, LLC performs its advisory services is located at 708 Floral Vale Boulevard, Yardley, PA 19067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-579-5760 or by fax 215-579-5769. The normal business hours are 9am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.cpaginc.com.


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