Overview
Assets Under Management: $809 million
Headquarters: LIGONIER, PA
High-Net-Worth Clients: 69
Average Client Assets: $7 million
Frequently Asked Questions
COVINGTON INVESTMENT ADVISORS, INC. 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 #127270), COVINGTON INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
COVINGTON INVESTMENT ADVISORS, INC. is headquartered in LIGONIER, PA.
COVINGTON INVESTMENT ADVISORS, INC. serves 69 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, COVINGTON INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
COVINGTON INVESTMENT ADVISORS, INC. manages $809 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, COVINGTON INVESTMENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.94
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 579
Discretionary Accounts: 566
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 127270
Filing ID: 2028248
Last Filing Date: 2025-11-18 11:18:22
Website: 0