# COVERED BRIDGE FINANCIAL LLC

COVERED BRIDGE FINANCIAL LLC is an SEC-registered investment adviser.

## Registration

- CRD: 151827
- Type: SEC-registered investment adviser
- Phone: (908) 439-3969
- Latest filing: 2026-02-11
- Regulatory AUM: $40.3M
- Discretionary AUM: $40.3M
- Clients: 1
- Accounts: 141

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151827/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151827/similar
- Related entities: https://search.stillhousedata.com/firm/151827/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151827

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.