# Covered Edge Asset Management, LLC

> Covered Edge Asset Management, LLC is a state-registered investment advisory firm in Roseville, CA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 158525
- Filed as: COVERED EDGE ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Roseville, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158525
- AdvisorCensus page: https://advisorcensus.com/firm/covered-edge-asset-management-llc-roseville-ca-158525

## Quick answers

**How is Covered Edge Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Covered Edge Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Covered Edge Asset Management, LLC located?**
Covered Edge Asset Management, LLC's principal office is in Roseville, CA, according to its Form ADV.

**Is Covered Edge Asset Management, LLC registered with the SEC or a state?**
Covered Edge Asset Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158525.

**How much does Covered Edge Asset Management, LLC manage?**
Covered Edge Asset Management, LLC reports $17,568,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Covered Edge Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71).

**Does Covered Edge Asset Management, 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/158525

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,568,000
- Discretionary: $17,568,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $17,568,000 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coverededge.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Covered Edge Asset Management, LLC (CRD 158525): Form ADV filing data as of October 2026.