A complete list of active advisors currently associated with Covenant Investment Solutions LLC

Warmer can help you find a great advisor at Covenant Investment Solutions LLC or one who fits your needs even better.

Covenant Investment Solutions L.L.C. manages approximately $9.02 million in discretionary assets for a small roster of clients and provides continuous portfolio management services. The firm serves individuals (including high-net-worth clients), corporations or business entities, and charitable organizations, and also advises on IRA rollovers and model portfolio implementations. The firm tailors investment advice to each client's objectives and risk tolerance and conducts account reviews at least quarterly while offering both discretionary and non-discretionary arrangements. Investment choices focus on stocks, bonds, mutual funds, and ETFs and draw on a mix of analytical approaches (fundamental, technical, charting, cyclical analysis, and modern portfolio theory), with tax efficiency addressed only when expressly agreed. Covenant’s client roster and service mix are notable for including charitable organizations and providing portfolio management to institutional-type clients, a combination that is uncommon among independent advisers of this size. Operationally, the firm routinely directs custody and trade execution to a single qualified custodian and does not vote client proxies or participate in wrap fee programs, practices that can affect execution options and governance relative to many peers.

To learn more about the advisors currently working at Covenant Investment Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Donald Mcclellan	Highlands, NC	26

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support