RIA Intel›Advisers›New Jersey›COVERED BRIDGE FINANCIAL LLC

COVERED BRIDGE FINANCIAL LLC

Advisory

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in NJ

#771

of 775 advisers by AUM

Average account

$286K

across 141 accounts

AUM per adviser

$40M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$40M

Discretionary %

100%

Clients

52

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients52

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

ZYNIN CAPITAL MANAGEMENT LLC

PRINCETON, NJ

$40M

+1.5% 1Y

AMHERST FINANCIAL SERVICES, INC.

TOMS RIVER, NJ

$40M

-8.9% 1Y

BAYEWITZ ASSET MANAGEMENT, INC.

TEANECK, NJ

$40M

-19.4% 1Y

GOOSE HOLLOW CAPITAL MANAGEMENT LLC

TENAFLY, NJ

$41M

-18.2% 1Y

SCIPIONE WEALTH ADVISORS, INC.

WYCKOFF, NJ

$41M

TAHOE ADVISERS L.L.C.

ENGLEWOOD CLIFFS, NJ

$41M

-18.4% 1Y

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