Covexic LLC

Overview

Covexic LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is owned by an individual and runs a fee model that combines a percentage of assets under management with fixed-fee engagements. It is not positioned as a capital allocator or a multi-state adviser, and it does not identify as an active ESG investor. Investment activity appears tailored and hands‑on: with modest overall scale, Covexic focuses on direct client relationships rather than institutional mandates or broad third‑party distribution. The firm’s filings flag a substantial allocation to nonstandard asset types (listed as “Other”), which suggests they incorporate holdings outside a traditional large-cap stock and bond mix.

Assets & Accounts

Investments & Alternatives

Location & Offices