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COVENANT ASSET MANAGEMENT, LLC

CHESTER, NJ · CRD 108567 · IAPD ↗ · 908-879-4090

$692.6MRegulatory AUM
8Advisory reps
11Employees
1Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — COVENANT ASSET MANAGEMENT, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — COVENANT ASSET MANAGEMENT, LLC notice-filed in NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — COVENANT ASSET MANAGEMENT, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — COVENANT ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($494.4M -> $624.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.