Covenant Investment Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,020,000
Clients
12
50% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$751,667
About
Covenant Investment Solutions L.L.C. manages approximately $9.02 million in discretionary assets for a small roster of clients and provides continuous portfolio management services. The firm serves individuals (including high-net-worth clients), corporations or business entities, and charitable organizations, and also advises on IRA rollovers and model portfolio implementations.
The firm tailors investment advice to each client's objectives and risk tolerance and conducts account reviews at least quarterly while offering both discretionary and non-discretionary arrangements. Investment choices focus on stocks, bonds, mutual funds, and ETFs and draw on a mix of analytical approaches (fundamental, technical, charting, cyclical analysis, and modern portfolio theory), with tax efficiency addressed only when expressly agreed.
Covenant’s client roster and service mix are notable for including charitable organizations and providing portfolio management to institutional-type clients, a combination that is uncommon among independent advisers of this size. Operationally, the firm routinely directs custody and trade execution to a single qualified custodian and does not vote client proxies or participate in wrap fee programs, practices that can affect execution options and governance relative to many peers.
Client services
Portfolio management
Expertise
Passive / index investing
General retirement planning
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Main office location
Covenant Investment Solutions LLC
348 South Fifth Street, Suite 218
Highlands NC 28741, United States
Number of offices
1
Most active in
Covenant Investment Solutions LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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