Covenant Asset Management, LLC
● SEC registered since 1999CRD 108567SEC# 801-56296Chester, NJ
Reg. AUM
$692.6M
Employees
11
Accounts
665
Location
Chester, NJ
Covenant Asset Management, LLC assets under management
Covenant Asset Management, LLC is a registered investment adviser overseen by the SEC based in Chester, NJ. The firm has been registered since 1999. It reports $692.6 million in regulatory assets under management and employs 11 people.
Covenant Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John C. Guarino Control | President And Ceo | Over 75% | 1999 |
| William J. Cunliffe | Chief Compliance Officer And Portfolio Manager | Under 5% | 2023 |
Frequently asked questions
How much does Covenant Asset Management, LLC manage?
Covenant Asset Management, LLC reports $692.6 million in regulatory assets under management on its Form ADV.
How many employees does Covenant Asset Management, LLC have?
Covenant Asset Management, LLC reports 11 employees.
Where is Covenant Asset Management, LLC located?
Covenant Asset Management, LLC is based in Chester, NJ and has been SEC-registered since 1999.
Does Covenant Asset Management, LLC disclose fund performance?
Covenant Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 Maple Avenue, Chester, NJ 07930 |
| Phone | 908-879-4090 |
| Fax | 908-879-6468 |
| Office hours | 8:30 To 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$692.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$692.6Mregulatory AUM
Discretionary $692.6M