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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-20-2001
- Office Locations
- 1
Office Locations
About Covington & Associates, Inc.
Covington & Associates, Inc. is a Westfield-based RIA. The firm has been operating for 25 years. Managing $308.2M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley.
Reported data analysis
What the numbers show
Between March 4, 2025 and March 24, 2026, reported AUM increased 10.3%, from $279.5M to $308.2M.
Across 5 reported observations, AUM increased 18.5% between January 21, 2022 and March 24, 2026, from $260.1M to $308.2M.
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 3 advisory representatives and 45 clients, or 15 clients per representative. That equates to $6.8M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
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Owner & Executives
HUGH RICHARD COVINGTON
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALINA BYKOVTSEVA
Director Of Research
- CRD
- #6227511
JAMES JOSEPH TRAVISANO
--
- CRD
- #4826364
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,207,543 | $1,834,614 |
| Non-Discretionary | $11,001,651 | $5,500,826 |
| Total | $308,209,194 | $1,879,324 |
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Separately Managed Accounts
SMA allocation detail is available
Covington & Associates, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.