RIA Intel›Advisers›New Jersey›COVINGTON & ASSOCIATES, INC.

COVINGTON & ASSOCIATES, INC.

Advisory

N·WESTFIELD, NJ

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$308M

1-Year AUM Growth

+6.7%

3-Year CAGR

-0.5%

Employees

3

Assets Under Management

Total AUM$308M

Discretionary AUM$297M

Non-Discretionary AUM$11M

Discretionary %96.4%

Total Clients43

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingJun 12, 2001

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 30 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COVINGTON & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.