Covington Investment Advisors Inc

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Assets, Funds, Holdings

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Covington Investment Advisors Inc
CRD #127270
SEC #801-62139
CIK #0001569036
AUM $700.6 MM (2024-02-29)
Employees 6 (50% Investors, 0% Brokers)
Phone724-238-0151
Address301 East Main Street
Ligonier, PA 15658
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
80064048032016002002200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GOOG 1,482,566.4 0.0
MSFT 1,918,222.4 0.0
AAPL 2,382,844.0 0.0
AVGO 201,282.9 0.0
NVDA 399,550.0 0.0
AMZN 1,092,997.8 0.0
LLY 301,789.7 0.0
TMO 209,733.6 0.0
LRCX 60,793.2 0.0
WSO 9,288.7 0.0
View All
Holdings by Sector ($MM)
60048036024012002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 120 43.8
(b) Individuals (high net worth individuals) 61 388.0
(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 4 24.5
(h) Charitable organizations 11 239.6
(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 2 4.6
(n) Other 0 0.0
Total 542 700.6
By Discretionary
Discretionary 527 677.2
Non-Discretionary 15 23.4
Total 542 700.6
By Non-United States Persons
Non-United States Persons 2.1
United States Persons 698.5
Total 542 700.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001569036]
Comparable Firms State AUM ($BB)
Henrickson Nauta Wealth Advisors Inc
MI 0.7
Vann Equity Management LLC
TX 0.7
Founders Financial Alliance LLC
NC 0.7
Cranbrook Wealth Management LLC
MI 0.7
Affinity Wealth Management LLC
DE 0.7
BRIO Consultants LLC
CA 0.7
Private Wealth Management Inc
TN 0.7
Aegis Wealth Management LLC
MD 0.7
Goodman Financial Corporation
TX 0.7
Old Port Advisors Inc
ME 0.7
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