← Back to searchVisit website
COVENANT INVESTMENT SOLUTIONS L.L.C.
CRD 294629
348 SOUTH FIFTH STREET, SUITE 218, HIGHLANDS, NC, 28741, United States
Phone
828-787-1055
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.0M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $505K |
| High net worth individuals | 6 | $8.5M |
All web addresses on file
Official SEC filing: View on IAPD