C
CRD: 151827
Covered Bridge Financial LLC
Califon, NJ
9084393969
$40.3M Total AUM
$40.3M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-09-2009
- Office Locations
- 1
Office Locations
-- Califon NJ
About Covered Bridge Financial LLC
Covered Bridge Financial LLC is a Califon-based RIA. The firm has been operating for 16 years. Managing $40.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$40.3M AVG AUM / ADVISOR
$775.7K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Momentum value Meridian capital Pioneer momentum Foundation
Client Personas
Ember vertex Wave
Investment Themes
Catalyst peak Vital focus
Investment Vehicles
Horizon foundation
Services
Ember beacon Zenith signal Atlas frontier Signal peak Foundation north
Owner & Executives
D
DAVID EDWIN COOLEY
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #3214745
- Ownership
- 75% or more
(381) 689-6637
element.insight@oakcapital.com
in linkedin.com/in/catalyst-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,336,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,336,438 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,336,438
Equity - Exchange:
11.8% Public Funds:
20.4% Equity - OTC:
30.6% Cash:
29.8% Corporate - Investment Grade:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $292,399,596 | 11.8% |
| Public Funds | $505,504,387 | 20.4% |
| Equity - OTC | $758,256,580 | 30.6% |
| Cash | $738,432,878 | 29.8% |
| Corporate - Investment Grade | $183,369,238 | 7.4% |
| Total | $2,477,962,679 | 100.0% |