CRD: 127270
Covington Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company · PNC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-19-2003
- Office Locations
- 1
Office Locations
About Covington Investment Advisors, Inc.
Covington Investment Advisors is a fee-only, independent SEC-registered RIA based in Ligonier, PA, delivering comprehensive wealth management—investment management anchored in financial planning, retirement and estate/life-transition planning, and 401(k) administration/asset management. The firm offers an unbundled, low-cost, customizable 401(k) solution; public disclosures indicate an ETF-heavy approach and custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CINDY JONES
Chief Compliance Officer
- CRD
- #5474873
- Ownership
- Less than 5%
PATRICK R. WALLACE
Financial Advisor, General Partner, President
- CRD
- #4667283
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nick Michael Allen
Analyst
- CRD
- #7309581
Jacob Devlin
--
- CRD
- #8220149
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $854,705,591 | $1,365,344 |
| Non-Discretionary | $31,185,656 | $2,398,897 |
| Total | $885,891,247 | $1,386,371 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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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