# Covenant Wealth Advisors

> Covenant Wealth Advisors is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2026.

- CRD: 160394
- Filed as: COVENANT WEALTH ADVISORS
- Legal name: Covenant Wealth Advisors Ltd
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160394
- AdvisorCensus page: https://advisorcensus.com/firm/covenant-wealth-advisors-160394

## Quick answers

**How is Covenant Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Covenant Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Covenant Wealth Advisors registered with the SEC or a state?**
Covenant Wealth Advisors is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 160394.

**How much does Covenant Wealth Advisors manage?**
Covenant Wealth Advisors reports $6,714,000 in regulatory assets under management in its Form ADV filing dated March 21, 2026 (0% discretionary).

**Does Covenant Wealth Advisors 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/160394

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $6,714,000
- Discretionary: $0
- Non-discretionary: $6,714,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $715,000 |
| High net worth individuals | Fewer than 5 | $5,999,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- askcovenant.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Covenant Wealth Advisors (CRD 160394): Form ADV filing data as of October 2026.