Covenant Financial Advisors, LLC

RIAState Registered

Total AUM

$12.2M

Discretionary

$10.2M

84% of AUM

Avg account

$148K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 328840
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI53.12%
Individuals46.88%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Covenant Financial Advisors, LLC is an independent, Arizona-registered investment adviser organized as an LLC and owned by an individual principal. The firm’s client focus is individuals and families; its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a blend of AUM-based fees and hourly charges. Covenant does not describe itself as an ESG-focused investor and is not positioned as a capital allocator. The firm lists an industry affiliation with accountants.