Covenant Investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,354,340
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$1,044,293
About
Covenant Investment Solutions LLC provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and corporations or other business entities. Services focus on portfolio construction and ongoing monitoring across stocks, bonds, mutual funds, and ETFs and are billed primarily as a percentage of assets under management.
The firm develops tailored strategies based on each client's objectives and risk tolerance, using a mix of proprietary model portfolios that are monitored and rebalanced as market conditions or client circumstances change. Its methods of analysis include fundamental and technical analysis, cyclical analysis, modern portfolio theory, and both long- and short-term trading, and the firm acknowledges its fiduciary role when advising on retirement account rollovers.
Distinctive features include a relatively small discretionary asset base (about $8.35 million) and a limited client roster, combined with the uncommon practice—among similar independent advisers—of managing accounts for charitable organizations and other institutional clients. Operationally, the firm directs custody and trade execution to a single qualified custodian, does not participate in wrap programs, and delivers fee-based portfolio management rather than performance-based compensation.
Client services
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Account minimum: No stated minimum (general statement that no minimum is required, but firm may terminate accounts deemed too small to manage effectively) Fee-only: Annual portfolio management fees based on tiered percentage of assets under management as above.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Covenant Investment Solutions LLC
348 South Fifth Street, Suite 218
Highlands NC 28741, United States
Number of offices
1
Forms ADV
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