COVINGTONALSINA

RIASEC RegisteredEst. 2023

Total AUM

$283M

Discretionary

$283M

100% of AUM

Avg account

$228K

Accounts

1,241

Employees

Advisory reps

Firm details

Headquarters: JACKSONVILLE, Florida
CRD number: 326810
Registered since: June 20, 2023
Website: www.covingtonalsina.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.52%
Individuals36.85%
Charitable Organizations0.36%
Corporations / Businesses0.22%
Pension & Profit Sharing Plans0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Covingtonalsina is a limited liability company operating as an independent registered investment adviser since 2023. The firm describes itself as a capital allocator serving both individual/family clients and institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, selecting other advisers, and running educational seminars and workshops. Fee arrangements are flexible and include asset‑based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.