# Team Covert, LLC

> Team Covert, LLC is a state-registered investment advisory firm in Auburn Hills, MI, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 331269
- Filed as: TEAM COVERT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Auburn Hills, MI
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331269
- AdvisorCensus page: https://advisorcensus.com/firm/team-covert-llc-auburn-hills-mi-331269

## Quick answers

**How is Team Covert, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Team Covert, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Team Covert, LLC located?**
Team Covert, LLC's principal office is in Auburn Hills, MI, according to its Form ADV.

**Is Team Covert, LLC registered with the SEC or a state?**
Team Covert, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331269.

**How much does Team Covert, LLC manage?**
Team Covert, LLC reports $31,000,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Team Covert, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (14).

**Does Team Covert, 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/331269

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $31,000,000
- Discretionary: $31,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $6,000,000 |
| High net worth individuals | 14 | $25,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- 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. Team Covert, LLC (CRD 331269): Form ADV filing data as of October 2026.