Covington Investment Advisors, Inc.
Firm details
- Headquarters
- Ligonier, Pennsylvania
- CRD number
- 127270
- Registered since
- June 19, 2003
- Website
- www.covingtoninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.64%
- Charitable Organizations24.43%
- Individuals6.55%
- Pension & Profit Sharing Plans3.7%
- Corporations / Businesses0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Covington Investment Advisors, Inc. is an independent, SEC-registered registered investment adviser formed in 2003 and organized as a corporation. The firm serves both individual and family clients as well as institutional accounts, operating under a percentage-of-AUM fee model. Its advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. The firm does not market itself as an ESG-focused investor, is not organized as a multi-state adviser, and does not act as a capital allocator or related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Owners & executives
1 of 1
Cindy Jones
Portfolio Manager, Chief Compliance OfficerCRD 5474873
Contacts
3 of 4
Patrick Wallace
President and Lead Financial AdvisorCRD 4667283
Nick Allen
Research AnalystCRD 7309581
Jacob Devlin
Financial Planning AssociateCRD 8220149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$102M in ETFs
91%
$92.9M
0%
$8.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $15.9M | 23,153 | 15.65% |
Location
Ligonier, PA
Westmoreland
Location
Ligonier, PA
Headquartered in Ligonier, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Westmoreland
- Address
- 301 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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