COVENANT ASSET MANAGEMENT, LLC

Overview

Covenant Asset Management, LLC is an independent registered investment adviser that has been SEC-registered since 1999 and serves both individual/family and institutional clients. The firm’s advisory mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. While it lists pension consulting among its services on the ADV, it is not separately designated as a pension consultant in its classification. Investment activity is concentrated on publicly traded equities and ETFs, with a clear preference for exchange-traded instruments. The presence of Invesco QQQ Trust Series 1 as the largest position in its 13F suggests a growth- and technology-tilted exposure among its ETF allocations. Covenant combines model-driven equity exposure with third-party solutions and selective use of third-party alternative managers to broaden sources of return and income for clients. Fee arrangements are flexible: the firm charges a percentage of AUM and also uses hourly and fixed-fee structures for certain engagements, allowing it to tailor pricing to advisory and planning assignments across a mixed client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices