COVENANT FINANCIAL ADVISORS, LLC

Overview

Covenant Financial Advisors, LLC is a small, independent registered investment adviser serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-AUM approach with hourly charges, and the business is owner-operated rather than run as a multi-state or institutional capital allocator. Investment activity centers on managed public funds and mutual funds, executed primarily on a discretionary basis. The firm is not an active ESG investor and, given its size, relies on third-party managers for specialized exposures rather than running in-house funds. Alternative exposure is limited but present through external real estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices