Covenant Investment Solutions LLC

Covenant Investment Solutions LLC (CRD# 294629) is a financial advisory firm headquartered in Highlands, NC. They manage $8,115,100 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
348 South Fifth Street, Suite 218, Highlands, NC 28741
http://www.covenantinvestmentsolutions.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $261,777
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Covenant Investment Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald McClellan, financial advisor Highlands NC
Donald B. McClellan
CRD#: 4086700
348 South Fifth Street, Suite 218, Highlands, NC 28741

Donald McClellan (CRD# 4086700) is an Investment Advisor Representative working at Covenant Investment Solutions LLC in Highlands, NC and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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