RIA IntelAdvisersLouisianaCOVINGTON INVESTMENT MANAGEMENT, LLC

COVINGTON INVESTMENT MANAGEMENT, LLC

Advisory

NEW ORLEANS, LA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account
$9M
across 1 accounts
AUM per adviser
$4M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$9M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

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GOODWOOD CAPITAL MANAGEMENT, LLC
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SOW ADVISORS LLC
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HORIZON FINANCIAL PLANNING LLC
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GRAHAM FINANCIAL, LLC
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