Overview
Assets Under Management: $1.5 billion
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 139
Average Client Assets: $9.7 million
Frequently Asked Questions
COVENANT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152651), COVENANT is subject to fiduciary duty under federal law.
COVENANT is headquartered in SAN ANTONIO, TX.
COVENANT serves 139 high-net-worth clients according to their SEC filing dated October 08, 2018. View client details ↓
According to their SEC Form ADV, COVENANT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
COVENANT manages $1.5 billion in client assets according to their SEC filing dated October 08, 2018.
According to their SEC Form ADV, COVENANT serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.77%
Average Client Assets: $9.7 million
Total Client Accounts: 1,193
Discretionary Accounts: 1,143
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 152651
Filing ID: 1244650
Last Filing Date: 2018-10-08 10:33:00