⚲
|
Covington Investment Advisors Inc
✚
|
|
---|---|
CRD # | 127270 |
SEC # | 801-62139 |
CIK # | 0001569036 |
AUM | $574.5 MM (2023-03-13) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 724-238-0151 |
Address | 301 East Main Street Ligonier, PA 15658 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
CIK | Period |
---|---|
0001569036 | |
/ |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 122 | 44.6 |
(b) Individuals (high net worth individuals) | 55 | 292.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 24.9 |
(h) Charitable organizations | 10 | 209.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 3.7 |
(n) Other | 0 | 0.0 |
Total | 523 | 574.5 |
By Discretionary | ||
Discretionary | 506 | 550.0 |
Non-Discretionary | 17 | 24.4 |
Total | 523 | 574.5 |
By Non-United States Persons | ||
Non-United States Persons | 1.9 | |
United States Persons | 572.6 | |
Total | 523 | 574.5 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001569036] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Spirit of America Management Corp
✚
|
NY | 0.6 |
Veracity Capital LLC
✚
|
GA | 0.6 |
Strata Wealth Advisors LLC
✚
|
TX | 0.6 |
Seven Springs Wealth Group LLC
✚
|
TN | 0.6 |
Front Street Capital Management Inc
✚
|
MT | 0.6 |
BHK Investment Advisors LLC
✚
|
AL | 0.6 |
Bason Asset Management LLC
✚
|
CO | 0.6 |
Decisionpoint Financial LLC
✚
|
AZ | 0.6 |
FWL Investment Management LLC
✚
|
TX | 0.6 |
Lebenthal Diversified Asset Management Inc
✚
|
NY | 0.6 |