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COVINGTONALSINA
COVINGTONALSINA, LLC
CRD 326810 · SEC 801-128186
2114 OAK STREET, JACKSONVILLE, FL, 32204, United States
Phone
(904) 449-7326
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$282.9M
Discretionary AUM
$282.9M
Team
5 total employees; 5 advisory reps; 127 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1146 | $104.2M |
| High net worth individuals | 90 | $176.9M |
| Pension/profit sharing plans | 1 | $147K |
| Charitable organizations | 3 | $1.0M |
| Corporations/business entities | 1 | $634K |
States served
CA, CO, DC, LA, MD, NY, NC, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD