COVINGTON & ASSOCIATES, INC.

Overview

Covington & Associates, Inc. is a privately owned, SEC‑registered advisory firm that focuses on portfolio management for individuals, small businesses and institutional clients. The firm operates on a percentage‑of‑AUM fee model and shows a clear preference for equity exposure as the backbone of client portfolios. Investment activity is concentrated in exchange‑traded equities and mutual funds, with a portion of allocations directed to real estate as an alternative. Covington does not identify as an active ESG investor and primarily serves a concentrated book of higher‑net‑worth households and business accounts rather than a broad retail base. Portfolio implementation appears centered on managed separate accounts and custodial relationships that support discretionary management for the majority of client assets. Given the firm’s client mix and asset scale, expect a focus on tax awareness, customized equity allocations and manager selection that aligns with individualized mandates rather than a large-scale proprietary product platform.

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Public Holdings

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Location & Offices