RIA Intel›Advisers›Michigan›TEAM COVERT, LLC

TEAM COVERT, LLC

Advisory

AUBURN HILLS, MI

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account
$244K
across 127 accounts
AUM per adviser
$16M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
38
Employees
2

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$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
BRIGHTON, MI
$31M
0.0% 1Y
JOHN M. LEONARD, LLC
DOUGLAS, MI
$32M
A B L E WEALTH MANAGEMENT SOLUTIONS LLC
ANN ARBOR, MI
$32M
GILLIKIN ADVISORS LIMITED
$32M
STERLING ADVISORY GROUP LLC
SOUTHFIELD, MI
$30M
RISER INVESTING, LLC
$30M

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