RIA Intel›Advisers›Pennsylvania›COVINGTON INVESTMENT ADVISORS, INC.

COVINGTON INVESTMENT ADVISORS, INC.

Advisory

N·LIGONIER, PA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM

$886M

1-Year AUM Growth

+15.4%

3-Year CAGR

+6.0%

Employees

4

Assets Under Management

Total AUM$886M

Discretionary AUM$855M

Non-Discretionary AUM$31M

Discretionary %96.5%

Total Clients217

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record36

First FilingJun 6, 2003

Latest FilingFeb 26, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 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 INVESTMENT ADVISORS, INC.

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