Falists
← Back to search

COVINGTON INVESTMENT ADVISORS, INC.

CRD 127270 · SEC 801-62139

Visit website

301 EAST MAIN STREET, LIGONIER, PA, 15658, United States

Phone

724-238-0151

Fax

724-238-0148

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$885.9M

Discretionary AUM

$854.7M

Team

8 total employees; 4 advisory reps; 19 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals141$58.0M
High net worth individuals74$572.6M
Pension/profit sharing plans5$32.8M
Charitable organizations13$216.4M
Corporations/business entities3$6.1M

States served

PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD