Covenant

Covenant (CRD# 152651) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,814,204,141 in 1,764 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,814
    MILLION
  • Total Number of Accounts
    1,764
    ACCOUNTS
  • Average Account Value
    $1,028,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IN, MO, NY, OK, TX

Financial Advisors at Covenant
Showing 1 - 10 of 17 top financial advisors.
1
David S. Akright
CRD#: 6170087
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

David Akright (CRD# 6170087) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 6 years of experience in the finance industry. David Akright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
May Atassi
CRD#: 6828386
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

May Atassi (CRD# 6828386) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 2 years of experience in the finance industry.

3
Barron D. Beal
CRD#: 4046616
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

Barron Beal (CRD# 4046616) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 21 years of experience in the finance industry.

4
Samuel H. Dreibelbis
CRD#: 6841091
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

Samuel Dreibelbis (CRD# 6841091) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 3 years of experience in the finance industry.

5
Scott R. Duncan
CRD#: 841620
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

Scott Duncan (CRD# 841620) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 36 years of experience in the finance industry. Scott Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John D. Eadie
CRD#: 4538242
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

John Eadie (CRD# 4538242) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 15 years of experience in the finance industry. John Eadie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Karl J. Eggerss
CRD#: 2634722
114 E. Highland, Boerne, TX 78006

Karl Eggerss (CRD# 2634722) is an Investment Advisor Representative working at Covenant in Boerne, TX and has over 25 years of experience in the finance industry.

8
Harriet M. Helmle
CRD#: 2285352
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

Harriet Helmle (CRD# 2285352) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 22 years of experience in the finance industry.

9
Donna K. Herndon
CRD#: 2035968
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

Donna Herndon (CRD# 2035968) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 28 years of experience in the finance industry.

10
John G. Keeton
CRD#: 5501739
4372 N. Loop 1604w, Suite 116, San Antonio, TX 78249

John Keeton (CRD# 5501739) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 12 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.