Covexic LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Covexic LLC serves individuals, couples and some institutional clients, including work related to retirement accounts (e.g., 401(k), IRA, Roth), and manages about $7.8 million across roughly 30 client relationships. The firm offers discretionary asset management of separately maintained accounts and also provides investment consulting on an hourly or project basis, typically delivering written summary reports when engagements conclude.
The firm’s process centers on establishing a client-specific risk profile and designing individualized investment plans across fixed income, equities and other instruments, with the adviser executing and adjusting trades in client brokerage accounts on a discretionary basis. Accounts are monitored continuously, reviewed weekly when idle, and clients receive quarterly written reports describing activity and performance relative to plan objectives.
Compared with many solo independent advisers, Covexic explicitly supports institutional and retirement-plan consulting in addition to retail asset management, and separates its consulting work from assets under management. It maintains third‑party custody for client accounts (with brokerage relationships disclosed in the brochure), operates separate accounts without pooling, does not engage in soft‑dollar arrangements, and leaves proxy voting decisions to clients.
Client services
Expertise
Fee options
Negotiated flat fees possible for asset management, not exceeding maximum tiered fees
$0 - $100,000: 1.00% $100,001 - $500,000: 0.90% $500,001 - $2,500,000: 0.80% $2,500,001+: 0.75%
Up to $250 per hour for investment consulting services
Account minimum: $100,000 Fee-only: Fees based on tiered percentage of assets under management; hourly consulting up to $250/hour; flat fees possible but not exceeding tiered fee schedule maximums
Main office
Glendale CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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