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| Keyboard |
| Covington & Associates Inc
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|
|---|---|
| CRD # | 113357 |
| SEC # | 801-60359 |
| CIK # | |
| AUM | 308.2 M (2026-03-24) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Meriwether Wealth & Planning LLC
✚
|
LA | 308.9 M |
|
Synergy Financial Partners LLC
✚
|
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|
Finivi Inc
✚
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MA | 308.4 M |
|
Broadway Wealth Solutions Inc
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|
TKG Advisors LLC
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|
AllSquare Wealth Management LLC
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NY | 307.8 M |
|
Marathon Wealth Advisors LLC
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|
MA | 307.8 M |
|
Generations Wealth LLC
✚
|
OH | 307.8 M |
|
Holland Advisory Services Inc
✚
|
FL | 307.7 M |
|
Dunbar Associates LLC
✚
|
CT | 307.5 M |