Covenant Wealth Advisors

Overview

Covenant Wealth Advisors is a small independent advisory and insurance practice that focuses on financial planning and portfolio management for individuals and small businesses. The firm combines traditional advisory services with insurance brokerage activity and publishes investor-facing periodicals or newsletters as part of its client outreach. Its stated fee mix includes a percentage of assets under management and hourly charges, and it operates without an ESG investing emphasis. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded products as the primary building blocks of client portfolios. Allocations are non‑discretionary in nature, indicating the firm generally implements strategies with client direction rather than routine discretionary trading. The firm also incorporates fixed-income wrappers and insurance solutions where appropriate, and maintains relationships with custodial platforms to execute and custody client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices