COVEPILOT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FREDERICKSBURG, Texas
CRD number
336591

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Byron Fanning

    ManagerCRD 8092742

  • Rodgers Benjamin

    Managing MemberCRD 8092753

  • Rodgers Raymond

    ManagerCRD 8092751

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth