CRD: 155221
Covenant Wealth Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-25-2010
- Office Locations
- 3
Office Locations
About Covenant Wealth Advisors
Covenant Wealth Advisors is a fee-only fiduciary RIA serving retirees and pre-retirees in Virginia and nationwide. The team includes CERTIFIED FINANCIAL PLANNER professionals and a CPA, coordinating retirement income planning, tax strategies (including Roth conversion analysis), and investment management geared to funding lifestyle withdrawals and managing downturn risk. Portfolios commonly use ETFs and mutual funds, with custody at firms such as Schwab or Fidelity. Recognized by Newsweek/USA Today/Forbes.
Reported data analysis
What the numbers show
Between March 19, 2025 and May 13, 2026, reported AUM increased 39.3%, from $653.0M to $909.6M.
Across 5 reported observations, AUM increased 216.2% between August 8, 2022 and May 13, 2026, from $287.7M to $909.6M.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 12 advisory representatives and 528 clients, or 44 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 3 reported office locations and 15 years in operation. The source data was last updated on May 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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- Custodian
- Fund Managers
- Investment Themes
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Owner & Executives
MARK RUDD FONVILLE
Chief Executive Officer, Financial Advisor, General Partner, PARTNER, President, TREASURER
- CRD
- #4475793
- Ownership
- 50% but less than 75%
MATTHEW PATRICK BRENNAN
Financial Advisor, Vice-President
- CRD
- #4658620
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Aidan Banner
Paraplanner
- CRD
- #8021546
ANTHONY MARK CASTALDI
Business Operations Manager
- CRD
- #6511146
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $890,166,746 | $482,475 |
| Non-Discretionary | $19,477,131 | $432,825 |
| Total | $909,643,877 | $481,293 |
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Separately Managed Accounts
SMA allocation detail is available
Covenant Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Covenant Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.