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COVINGTON INVESTMENT ADVISORS, INC.
CRD 127270 · SEC 801-62139
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $58.0M |
| High net worth individuals | 74 | $572.6M |
| Pension/profit sharing plans | 5 | $32.8M |
| Charitable organizations | 13 | $216.4M |
| Corporations/business entities | 3 | $6.1M |
States served
PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD