A complete list of active advisors currently associated with Covington & Associates, Inc.

Warmer can help you find a great advisor at Covington & Associates, Inc. or one who fits your needs even better.

Covington & Associates, Inc. provides personalized investment advisory and portfolio management services to a select group of individuals, corporations, corporate pension plans, foundations, and trusts. As an SEC-registered boutique advisor managing roughly $308 million for about 45 clients, the firm does not act as a broker‑dealer and does not offer wrap‑fee programs. Portfolios are managed by a three‑member advisory team and are tailored to each client’s stated risk‑return objectives, with most assets managed on a discretionary basis. The firm combines macroeconomic analysis, fundamental value investing and proprietary systems to construct portfolios that may include equities, bonds, ETFs, REITs, options, convertible and preferred securities, and higher‑yield fixed‑income, depending on the strategy. Noteworthy aspects of the firm include its relatively small client base with large assets‑per‑client and an explicit policy against earning commissions or entering soft‑dollar arrangements. The brochure also emphasizes concentrated position‑taking and active use of convertibles and small/mid‑cap securities, and it unusually discloses the firm’s anticipated use of AI and related cybersecurity and operational risks, along with a reported absence of disciplinary events since 1989.

To learn more about the advisors currently working at Covington & Associates, Inc., 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.