CovingtonAlsina
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$281,140,329
Clients
1,236
Advisors
4
across 2 offices
About
CovingtonAlsina provides advisory services to individuals, high-net-worth individuals, and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm also assists clients in selecting independent managers and offers tax preparation and related services through an in‑house CPA as an optional service.
The firm tailors Investment Policy Statements to each client and uses fundamental analysis and modern portfolio theory to guide long‑term and short‑term trading decisions, documenting risk tolerance and asset allocation for ongoing monitoring. Clients are required to use the SEI Private Trust platform when the firm manages accounts, and CovingtonAlsina performs initial and ongoing oversight of any independent managers it recommends.
CovingtonAlsina’s brochure lists its CRD number (326810) and refers readers to the SEC’s adviserinfo site, and the firm also advertises third‑party ratings and provides periodic educational seminars and workshops to clients and the general public — practices that are less common among peer team firms. The firm’s packaged Core and Choice financial planning services (including items such as Everplans setup, discounted tax projections, and varying levels of ongoing planning support) and its in‑house CPA offering tax prep are additional features that distinguish its service mix.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning between $500 and $5,000; fixed fees for Core Program Services up to $1,250 annually; fixed fees for Choice Program Services up to $5,250 annually; educational seminars/workshops up to $75 per session.
$0 - $99,999: 1.25% $100,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.35% $5,000,000+: 0.15%
$150 to $500 per hour for financial planning services.
Fee-only: Fixed fees between $500 and $5,000 for financial plans; fixed rates up to $1,250 annually for Core Program Services; up to $5,250 annually for Choice Program Services; hourly fees from $150 to $500; educational seminars up to $75 per session.
Main office
See office2114 Oak Street
Jacksonville FL 32204
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · District of Columbia · Florida · Louisiana · Maryland · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Covingtonalsina · Covingtonalsina, LLC
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.
Quick links
Advisors at this firm
Nicole M
Series 65
Annapolis, MD
CovingtonAlsina
Nicole Mulea is a Series 65-credentialed advisor with CovingtonAlsina, bringing three years of industry experience. She has been with the firm since 2021. Outside of advisory work, she is an independent licensed insurance agent. CovingtonAlsina serves individuals, high-net-worth clients, and pension or profit-sharing plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory to inform investment decisions and offers services including tax preparation through an in-house CPA and customized financial planning.
Ann C
CFP®, Series 63, Series 65
Jacksonville, FL
CovingtonAlsina
Ann Covington is a CFP® with 22 years of experience in financial advising. She is a principal of CovingtonAlsina, a Jacksonville-based advisory firm, and has previously worked at Great Valley Advisor Group and LPL Financial. Outside of advising, she operates The Annapolis Cotillion, LLC, which offers dance and etiquette lessons. CovingtonAlsina serves individuals, high-net-worth clients, and pension or profit-sharing plans, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, offers tailored Investment Policy Statements, and provides in-house tax preparation services through a CPA.
John G
Series 65
Annapolis, MD
CovingtonAlsina
John Grant is a financial advisor at CovingtonAlsina with a Series 65 credential and two years of industry experience. His prior roles include positions at Worthington Financial Partners and Great Valley Advisor Group, as well as work in education at Towson University, Virginia Tech, and Parkside High School. He serves as Treasurer and Board Member for The Summit School, an institution supporting children with dyslexia and other learning differences. CovingtonAlsina manages approximately $189 million for around 470 clients, including high-net-worth individuals and pension plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing fundamental analysis, modern portfolio theory, and a mix of direct and third-party management across a broad range of securities and alternative investments.
Heather A
CFP®
Annapolis, MD
CovingtonAlsina
Heather Anthony is a CFP® with CovingtonAlsina in Annapolis, MD, bringing experience from roles at The Colony Group LLC and Bridgewater Wealth & Financial Management. She joined CovingtonAlsina in 2025 and has been with the firm since then. CovingtonAlsina provides advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm customizes Investment Policy Statements and employs fundamental analysis alongside modern portfolio theory to manage client portfolios.
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