COVENANT WEALTH ADVISORS
Company Profile
| AUM* | 916,357,877 39% |
| of that, discretionary | 890,166,746 39% |
| Number of Employees | 13 8% |
| of those in investment advisory functions | 13 30% |
| Private Fund GAV* | 0 |
| Avg Account Size | 483,311 18% |
| High Net Worth | 53.79% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
890M
763M
636M
509M
382M
254M
127M
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ROLLERI & SHEPPARED CPAS, LLP | Filing Date09/11/2025 | Form ADV-E View Report |
| Accounting Firm Name BERKOW, SCHECHTER & COMPANY LLP | Filing Date08/26/2024 | Form ADV-E View Report |
| Accounting Firm Name BERKOW, SCHECHTER & COMPANY LLP | Filing Date03/20/2024 | Form ADV-E View Report |