CRD: 155221
Covenant Wealth Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-25-2010
- Office Locations
- 4
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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Chief Compliance Officer, PARTNER, 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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