← Tributary

COVENANT WEALTH ADVISORS

RICHMOND, VA · CRD 155221 · IAPD ↗ · (804) 729-5265

$909.6MRegulatory AUM
12Advisory reps
12Employees
5Clients
251-500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — COVENANT WEALTH ADVISORS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — COVENANT WEALTH ADVISORS notice-filed in AZ, DC, GA, NE, NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — COVENANT WEALTH ADVISORS reported RAUM up 39% ($653.0M -> $909.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2026 — COVENANT WEALTH ADVISORS reports 251-500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
March 2026 — COVENANT WEALTH ADVISORS grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2025 — COVENANT WEALTH ADVISORS crossed $500M in regulatory AUM ($496.3M -> $653.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — COVENANT WEALTH ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — COVENANT WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2024 — COVENANT WEALTH ADVISORS grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — COVENANT WEALTH ADVISORS reported RAUM up 83% ($271.7M -> $496.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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