COVINGTON INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- LIGONIER, Pennsylvania
- CRD number
- 127270
- Registered since
- June 19, 2003
- Website
- www.covingtoninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.64%
- Charitable Organizations24.43%
- Individuals6.55%
- Pension & Profit Sharing Plans3.7%
- Corporations / Businesses0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Covington Investment Advisors, Inc. is an independent registered investment adviser formed in 2003 that manages assets for both individual and family clients as well as institutional clients. The firm is organized as a corporation and is owned by a combination of a domestic entity and an individual. Its fees are charged as a percentage of assets under management and its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Owners & executives
1 of 1CINDY JONES
Portfolio Manager, Chief Compliance OfficerCRD 5474873
Contacts
3 of 4PATRICK WALLACE
President and Lead Financial AdvisorCRD 4667283
Nick Allen
Research AnalystCRD 7309581
Jacob Devlin
Financial Planning AssociateCRD 8220149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$89.2M in ETFs
90%
$80.6M
0%
$8.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $14.3M | 23,890 | 16.00% |
Location
LIGONIER, PA
WESTMORELAND
Location
LIGONIER, PA
Headquartered in LIGONIER, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- WESTMORELAND
- Address
- 301 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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