# Covered Call LLC

> Covered Call LLC is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 170297
- Filed as: COVERED CALL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170297
- AdvisorCensus page: https://advisorcensus.com/firm/covered-call-llc-170297

## Quick answers

**How is Covered Call LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Covered Call LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Covered Call LLC registered with the SEC or a state?**
Covered Call LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170297.

**How much does Covered Call LLC manage?**
Covered Call LLC reports $27,071,184 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Covered Call LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (9).

**Does Covered Call LLC report any disciplinary disclosures?**
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/170297

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $27,071,184
- Discretionary: $27,071,184
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,615,317 |
| High net worth individuals | 9 | $22,455,867 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Covered Call LLC (CRD 170297): Form ADV filing data as of October 2026.