Coveredbridge
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 304069
- Registered since
- August 22, 2019
- Website
- yourcoveredbridge.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Coveredbridge is an independent registered investment adviser organized as an LLC and registered in Wisconsin. The firm is owned by an individual and describes its primary advisory role as selecting other advisers and allocating capital to external managers rather than running a large in-house investment platform. Fee arrangements are listed as “other,” suggesting non-standard billing structures (for example, project, subscription, or negotiated fees) rather than a simple AUM percentage. The firm does not identify as an active ESG investor and is not classified as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Mitchell Boyd
Co-Founder and Chief Operating OfficerCRD 7146495

Matthew Franey
Chief Executive Officer and Co-FounderCRD 5363193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 7306 N Longacre Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Baird Principal Group Management Company I, LLC
RIAMilwaukee, WI
Mason Wells, Inc.
RIAMilwaukee, WI
Campbell Newman Asset Management Inc
RIAMilwaukee, WI
Baird Venture Partners Management Company IV, LLC
RIAMilwaukee, WI
Hilltop Financial Advisors
RIAMilwaukee, WI
Geneva Capital Management LLC
RIAMilwaukee, WI