Covered Call LLC
RIAState Registered
Total AUM
$27.1M
Discretionary
$27.1M
100% of AUM
Avg account
$1.3M
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170297
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.95%
- Individuals17.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Covered Call LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily to individual and family clients and to small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio management; it is not positioned as a capital allocator or pension consultant. Regulatory details are limited in the public snapshot and the adviser does not identify itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Other44%
- Derivatives4%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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