Covenant Capital Advisors, LLC
RIAState Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$376K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305838
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Charitable Organizations53.3%
- Individuals46.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Covenant Capital Advisors, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional mandates, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and periodic publications. Fee arrangements include a percentage-of-assets fee and hourly billing. The firm does not identify itself as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
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