C
Covenant Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Covenant Wealth serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and other institutional clients, providing investment advisory and financial planning services. The firm offers both discretionary and non‑discretionary portfolio management along with asset allocation advice, retirement planning, and investment consulting.
The firm generally constructs portfolios internally using diversified allocations across asset classes and relies on fundamental analysis, asset allocation analysis, and long‑term portfolio construction. Covenant Wealth does not typically use third‑party model portfolios or sub‑advisers—though it reserves the right to do so—and may recommend a broad mix of instruments, including individual equities, ETFs, mutual funds, bonds, structured notes, REITs, options, and alternative investments.
Noteworthy features include its status as a newly formed adviser with no assets under management as of the brochure date and its inclusion of financial planning and investment consulting within its asset‑based advisory fee. The founder’s disclosed unpaid service on charitable or non‑profit boards and the firm’s stated willingness to serve both institutional/charitable clients and individual/HNW clients represent a client mix and service offering that is less common among similarly small advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.50% $20,000,001+: 0.25%
Main office location
Covenant Wealth
356 Sanders Road
Buffalo NY 14216, United States
Number of offices
1
Most active in
Covenant Wealth has reported serving >5 clients in these states in the last 12 months.
New York
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:
-
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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