Timothy W. Rowe

COVENANT ASSET MANAGEMENT

Chester, NJ 07930

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CRD#: 1487046

Professional summary

Timothy Wayne Rowe is a registered financial advisor currently at COVENANT ASSET MANAGEMENT, LLC located in Chester, New Jersey.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Timothy has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Since 1999, Mr. Rowe has been the sole proprietor of Covenant Financial Resources, LLC for which he acts as President and through which he currently conducts his full-time duties as an Investment Advisor Representative for Covenant Asset Management, LLC. Since April 2014, Mr. Rowe has served as 50% owner of Covenant Real Estate Ventures, LLC, located at 125 Maple Avenue, Chester, NJ 07930. Mr. Rowe is a Managing Member of Covenant Real Estate Ventures, LLC. and manages the operations of this business. This entity engages in the purchase and management of real property, and does not engage in investment-related services. Mr. Rowe spends approximately 2 hours per month devoted to this business, none of which time interferes with securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Wayne Rowe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 27, 2012 - Present

COVENANT ASSET MANAGEMENT, LLC

Office #1: 125 Maple Avenue, Chester, NJ 07930

RIA

CRD#: 108567

Chester, NJ

Past

June 8, 2004 - August 4, 2004

APW CAPITAL, INC.

RIA

CRD#: 43814

CHESTER, NJ

Past

June 8, 2004 - April 18, 2013

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

RIA

CRD#: 119890

CHESTER, NJ

Past

February 10, 2000 - April 18, 2013

APW CAPITAL, INC.

CRD#: 43814

CHESTER, NJ

Past

May 8, 1986 - February 23, 2000

SUMMIT EQUITIES, INC.

CRD#: 11039

PARSIPPANY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COVENANT ASSET MANAGEMENT, LLC

COVENANT ASSET MANAGEMENT, LLC | COVENANT CAPITAL MANAGEMENT LLC

CRD#: 108567 / SEC#: 801-56296

RIA

Registered Investment Advisory firm - (3/18/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(11/27/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/23/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

Current Firm

COVENANT ASSET MANAGEMENT, LLC

COVENANT ASSET MANAGEMENT, LLC | COVENANT CAPITAL MANAGEMENT LLC

CRD#: 108567 / SEC#: 801-56296

RIA

Registered Investment Advisory firm - (3/18/1999 Approved)

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Contact information

Main Address

125 Maple Avenue, Chester, NJ 07930

Mailing Address

Phone number

(908) 879-4090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COVENANT ASSET MANAGEMENT ADV PART 2 BROCHURE (4/9/2025)

Regulatory assets under management

Total Number of Accounts	623
AUM (Assets Under Management)	$ 624,321,411

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Timothy W. Rowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Wayne Rowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

COVENANT ASSET MANAGEMENT, LLC

APW CAPITAL, INC.

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

APW CAPITAL, INC.

SUMMIT EQUITIES, INC.

Primary Firm SEC Registration

COVENANT ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/23/1986

Series 7

Date: 4/19/1986

Current Firm

COVENANT ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COVENANT ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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