C
CRD: 113357
Covington & Associates, Inc.
Westfield, NJ, 07090
9082324717
$308.2M Total AUM
$297.2M Disc. AUM
11.1% 3Y CAGR
3 Employees
45 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-20-2001
- Office Locations
- 1
Office Locations
597 Westfield AVE Westfield NJ
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.
Team overview
-- AVG AGE
$102.7M AVG AUM / ADVISOR
$6.8M AVG AUM / CLIENT
10.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Unison atlas
Investment Themes
Insight value Crest north
Investment Vehicles
Optima momentum
Owner & Executives
H
HUGH RICHARD COVINGTON
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
(890) 981-9577
peak.fusion@ridgecapital.com
in linkedin.com/in/capital-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
ALINA BYKOVTSEVA
Director Of Research
- CRD
- #6227511
(743) 756-3877
alpha.beacon@unisoncapital.com
in linkedin.com/in/horizon-atlas
J
JAMES JOSEPH TRAVISANO
--
- CRD
- #4826364
(415) 859-4294
north.harbor@valuecapital.com
in linkedin.com/in/capital-eagle
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $308,209,194
Equity - Exchange:
16.8% Corporate - Investment Grade:
18.0% Cash:
13.8% Public Funds:
12.1% Municipal Bonds:
15.3% Corporate - Non-Investment Grade:
10.7% U.S. Government/Agency:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,047,289,315 | 16.8% |
| Corporate - Investment Grade | $1,122,095,695 | 18.0% |
| Cash | $860,273,366 | 13.8% |
| Public Funds | $754,297,662 | 12.1% |
| Municipal Bonds | $953,781,341 | 15.3% |
| Corporate - Non-Investment Grade | $667,023,552 | 10.7% |
| U.S. Government/Agency | $829,104,042 | 13.3% |
| Total | $6,233,864,973 | 100.0% |