{
  "crd_number": 142492,
  "slug": "covered-bridge-financial-llc-142492",
  "primary_business_name": "COVERED BRIDGE FINANCIAL LLC",
  "legal_name": "COVERED BRIDGE FINANCIAL LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2008-07-18",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142492",
  "listing_state": "GA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/covered-bridge-financial-llc-142492",
  "display_name": "Covered Bridge Financial LLC",
  "summary": "Covered Bridge Financial LLC is a state-registered investment advisory firm, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Covered Bridge Financial LLC (CRD 142492): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Covered Bridge Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Covered Bridge Financial LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Covered Bridge Financial LLC registered with the SEC or a state?",
      "a": "Covered Bridge Financial LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 142492."
    },
    {
      "q": "Does Covered Bridge Financial LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142492"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/covered-bridge-financial-llc-142492.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142492",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}