# Covell Financial

> Covell Financial is a state-registered investment advisory firm in Mandeville, LA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated March 16, 2023.

- CRD: 306279
- Filed as: COVELL FINANCIAL
- Legal name: Covell Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mandeville, LA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306279
- AdvisorCensus page: https://advisorcensus.com/firm/covell-financial-mandeville-la-306279

## Quick answers

**How is Covell Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Covell Financial reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Covell Financial located?**
Covell Financial's principal office is in Mandeville, LA, according to its Form ADV.

**Is Covell Financial registered with the SEC or a state?**
Covell Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306279.

**Does Covell Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306279

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Covell Financial (CRD 306279): Form ADV filing data as of October 2026.