Covingtonalsina

RIASEC RegisteredEst. 2023

Total AUM

$283M

Discretionary

$283M

100% of AUM

Avg account

$228K

Accounts

1,241

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 326810
Registered since: June 20, 2023
Website: www.covingtonalsina.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.52%
Individuals36.85%
Charitable Organizations0.36%
Corporations / Businesses0.22%
Pension & Profit Sharing Plans0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Covingtonalsina is an independent registered investment adviser organized as a limited liability company and operating with individual ownership. The firm is registered with the SEC (registration year listed as 2023) and acts as a capital allocator for both individual/family and institutional clients. Its client-facing fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Service offerings emphasize comprehensive advice and manager selection: financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of third‑party advisers, and educational seminars/workshops. The firm is not identified as an active ESG investor and is not described as a multi-state adviser.