RIA Intel›Advisers›West Virginia›LEGACY COVENANT LLC

LEGACY COVENANT LLC

Advisory

Data as of Jan 4, 2026 · Source: SEC Form ADV

Average account

$43K

across 11 accounts

AUM per adviser

$476K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 4, 2026.

Total AUM

$476K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$476K

Discretionary AUM$0

Non-Discretionary AUM$476K

Discretionary %0%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WV

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

4 SEASONS ADVISORS, LLC

PRINCETON, WV

$700K

MCCLURE PRIVATE WEALTH, LLC

$202K

MCKEE WEALTH MANAGEMENT

HURRICANE, WV

$763K

THE SPANO GROUP WEALTH MANAGERS

PRESIDENT & CEO, WV

$1M

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