COVERED BRIDGE FINANCIAL LLC

COVERED BRIDGE FINANCIAL LLC is an SEC-registered investment adviser (CRD 151827). Regulatory assets under management: $40.3M.

Registration

• CRD: 151827
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151827 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search