# Covingtonalsina

> Covingtonalsina is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 326810
- Filed as: COVINGTONALSINA
- Legal name: Covingtonalsina, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326810
- AdvisorCensus page: https://advisorcensus.com/firm/covingtonalsina-jacksonville-fl-326810

## Quick answers

**How is Covingtonalsina compensated?**
On its Form ADV (Item 5.E, October 2026), Covingtonalsina reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Covingtonalsina located?**
Covingtonalsina's principal office is in Jacksonville, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Covingtonalsina registered with the SEC or a state?**
Covingtonalsina is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326810.

**How much does Covingtonalsina manage?**
Covingtonalsina reports $282,930,732 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Covingtonalsina's assets and staff changed since 2023?**
In the Form ADV data for Covingtonalsina: Regulatory assets under management: $127,413,207 in the October 2023 data and $282,930,732 in the October 2026 data, up 122%. Total employees: 4 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Covingtonalsina serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,146); high net worth individuals (90); charitable organizations (3).

**Which custodians does Covingtonalsina use?**
Covingtonalsina's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Covingtonalsina report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326810

**Does Covingtonalsina state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "There is no account minimum for any of CovingtonAlsina’s services."

**What changed in Covingtonalsina's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 5 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: None

> There is no account minimum for any of CovingtonAlsina’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $282,930,732
- Discretionary: $282,930,732
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,146 | $104,246,400 |
| High net worth individuals | 90 | $176,893,929 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $146,798 |
| Charitable organizations | 3 | $1,009,274 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $634,331 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, LA, MD, NC, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Annapolis, MD

### Websites listed on Form ADV (Item 1.I)
- covingtonalsina.com
- Facebook @CovingtonAlsina
- Instagram @covingtonalsina
- LinkedIn @covingtonalsina
- X @covingtonalsina
- YouTube @covingtonalsina

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $127,413,207 | 4 | September 19, 2023 |
| October 2024 | $148,883,390 | 4 | September 23, 2024 |
| October 2025 | $189,339,339 | 3 | July 25, 2025 |
| October 2026 | $282,930,732 | 10 | August 26, 2026 |

Regulatory assets under management: $127,413,207 in the October 2023 data and $282,930,732 in the October 2026 data, up 122%.
Total employees: 4 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 5 to 4.

### March 2026
- Regulatory assets under management went from $189,339,339 to $282,930,732 (+49%).

### January 2026
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in CO, DC, NC, TN.

### December 2025
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Covingtonalsina (CRD 326810): Form ADV filing data as of October 2026.