Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
41 years
Location
Bluffton, IN 46714
Capital Analysts
Multi-team
Ronald Covington is a financial advisor with Capital Analysts, holding a Series 63 designation and 41 years of industry experience. His career includes positions at Lincoln Investment, Legend Equities Corporation, and Edward Jones. Outside of his advisory work, Mr. Covington serves on the board of a faith-based camp and retreat center and volunteers on the finance committee of a homeless shelter and food pantry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.
Based on Capital Analysts
Based on Capital Analysts
Wrap Fee Programs charge a bundled flat fee covering advisory, transaction, and clearing costs (exact fees detailed in Wrap Fee Program Brochure). Certain flat fees paid to Lincoln Investment for training and support also exist but are not client fees.
$0 - $133,333: 0.15% or $200 minimum annual fee (the $200 minimum results in a higher effective percentage fee for smaller accounts) $133,334 - $500,000: 0.15% $500,001 - $1,000,000: 0.12% $1,000,001 - $2,000,000: 0.10% $2,000,001+: 0.08%
Minimum fee: Minimum annual administrative fee of $200 assessed monthly ($16.67/month) for Client Custom Portfolios and Advisor Managed Model Portfolios custodied at Pershing. Fee-only: Advisory fees based on assets under management, with negotiable fees up to a maximum of 1.25% annually charged by the Advisor.
Bluffton, IN
215 E. Market Street
Bluffton IN 46714
Advisors at this office
1
Indiana
41 years of industry experience
Lincoln Investment
2017 - Present • 9 years
Bluffton, IN
Legend Equities Corporation
2010 - 2017 • 7 years
Palm Beach Gardens, FL
Edward Jones
1998 - 2010 • 12 years
Bluffton, IN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Poneto, IN
Reckard CPA Advisors, LLC
Cory Reckard is the sole advisor at Reckard CPA Advisors, LLC in Poneto, Indiana, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at H&R Block / Block Advisors and Emshwiller Scheer Accountancy Co, as well as operating his own CPA firm since 2001. In addition to advisory services, he owns Reckard CPA Group, which provides tax planning, accounting, and sales of life insurance and fixed annuity products under a state-approved license. Reckard CPA Advisors, LLC is a single-advisor registered investment adviser focused on evaluating clients’ financial situations and referring them to Atlas Capital Management Corp.’s advisory services. The firm does not provide direct portfolio management or custody client assets, operating on a referral-based model rather than charging fees based on assets under management.
Series 63, Series 66
Decatur, IN
Midwest Capital Financial Advisors, LLC
Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.
Series 65
Decatur, IN
Midwest Capital Financial Advisors, LLC
Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.
Series 66
Decatur, IN
OneAscent Financial Services LLC
Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.
Series 65
Bluffton, IN
OneAscent Financial Services LLC
Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.
CFP®, Series 66
Decatur, IN
OneAscent Financial Services LLC
Cameron Collier is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding the CFP® designation and Series 66 license. He has 16 years of industry experience, including 12 years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has worked at Purshe Kaplan Sterling Investments since 2022. Outside of advisory work, he volunteers with the Adams Central Football Booster Club, serves on the Adams County Sheriff's Merit Board, and participates in the Senator Jim Banks Service Academy Selection Committee. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation strategies and various overlay and automated investment platforms.
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