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COVINGTONALSINA

JACKSONVILLE, FL · CRD 326810 · IAPD ↗ · (904) 449-7326

$282.9MRegulatory AUM
4Advisory reps
10Employees
127Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — COVINGTONALSINA now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
67
March 2026 — COVINGTONALSINA reported RAUM up 49% ($189.3M -> $282.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
January 2026 — COVINGTONALSINA notice-filed in CO, DC, NC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
August 2025 — COVINGTONALSINA filed an Item 4A succession naming COVINGTONALSINA (CRD 326810) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
45
April 2025 — COVINGTONALSINA moved its main office from ANNAPOLIS, MD to JACKSONVILLE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — COVINGTONALSINA added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — COVINGTONALSINA reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — COVINGTONALSINA reported RAUM up 27% ($148.9M -> $189.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — COVINGTONALSINA notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — COVINGTONALSINA notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — COVINGTONALSINA reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
46
February 2024 — COVINGTONALSINA notice-filed in CA, LA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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