C
CRD: 294629
Covenant Investment Solutions L.l.c.
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2018
- Office Locations
- 1
Office Locations
348 South Fifth Street Suite 218 Highlands NC
About Covenant Investment Solutions L.l.c.
Covenant Investment Solutions L.l.c. is a Highlands-based RIA. The firm has been operating for 8 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$751.7K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DONALD BRIAN MCCLELLAN
Chief Compliance Officer, Managing Member
- CRD
- #4086700
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,020,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,020,100 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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