|
⚲
|
| Covington & Associates Inc
✚
|
|
|---|---|
| CRD # | 113357 |
| SEC # | 801-60359 |
| CIK # | |
| AUM | $308.2 M (2026-03-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 908-232-4717 |
| Address | 597 Westfield Ave Westfield, NJ 07090-3300 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 5.0 |
| (b) Individuals (high net worth individuals) | 30 | 194.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 24.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 82.5 |
| (n) Other | 0 | 0.0 |
| Total | 164 | 308.2 |
| By Discretionary | ||
| Discretionary | 162 | 297.2 |
| Non-Discretionary | 2 | 11.0 |
| Total | 164 | 308.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 81.2 | |
| United States Persons | 227.0 | |
| Total | 164 | 308.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.3 |
|
Synergy Financial Partners LLC
✚
|
CO | 0.3 |
|
Finivi Inc
✚
|
MA | 0.3 |
|
Broadway Wealth Solutions Inc
✚
|
TX | 0.3 |
|
TKG Advisors LLC
✚
|
IN | 0.3 |
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Marathon Wealth Advisors LLC
✚
|
MA | 0.3 |
|
Generations Wealth LLC
✚
|
OH | 0.3 |
|
Holland Advisory Services Inc
✚
|
FL | 0.3 |
|
Dunbar Associates LLC
✚
|
CT | 0.3 |