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COVENANT PARTNERS, LLC

NASHVILLE, TN · CRD 110137 · IAPD ↗ · covenantpartnersllc.com · 615-665-1801

$1.08BRegulatory AUM
5Advisory reps
15Employees
9Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
May 2026 — COVENANT PARTNERS, LLC (NASHVILLE, TN) left the SEC roster (was $1.08B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
March 2025 — COVENANT PARTNERS, LLC crossed $1B in regulatory AUM ($944.0M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.