COVEPILOT LLC
Firm details
- Headquarters
- FREDERICKSBURG, Texas
- CRD number
- 336591
Firm profile
FINTRXOverview
Covepilot LLC is a small, individually owned limited liability company operating as an unclassified investment adviser. The firm does not appear to operate as a traditional retail RIA with multiple advisory accounts; instead its public filings show activity centered on a single pooled vehicle. It is not identified as a multi-state adviser, is not listed as a pension consultant, and does not report active ESG investing as part of its public profile. The adviser’s structure and filings suggest a boutique, manager-led setup that focuses on one private fund rather than a book of separately managed client accounts. That concentration implies decision-making and investment selection are likely handled by a compact team (or a single principal), with flexibility to pursue non-standard or customized strategies inside the pooled vehicle.
Assets & Accounts
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
Contacts
3 of 3Byron Fanning
ManagerCRD 8092742
Rodgers Benjamin
Managing MemberCRD 8092753
Rodgers Raymond
ManagerCRD 8092751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FREDERICKSBURG, TX
GILLESPIE
Location
FREDERICKSBURG, TX
Headquartered in FREDERICKSBURG, TX, anchoring the Kerrville-Fredericksburg, TX metro in the South.
- Metro area
- Kerrville-Fredericksburg, TX
- Region
- South
- County
- GILLESPIE
- Address
- 150 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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