Covenant

Covenant (CRD# 152651) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,351,587,958 in 1,062 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,352
    MILLION
  • Total Number of Accounts
    1,062
    ACCOUNTS
  • Average Account Value
    $1,272,682
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, MO, OK, TX

Financial Advisors at Covenant
Showing 1 - 10 of 17 top financial advisors.
1
John D. Eadie
CRD#: 4538242
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
96
Wealthminder
score

John Eadie (CRD# 4538242) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 11 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.

2
Jeffrey C. Gerold
CRD#: 3082209
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
96
Wealthminder
score

Jeffrey Gerold (CRD# 3082209) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 18 years of experience in the finance industry. Jeffrey Gerold 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.

3
Harriet M. Helmle
CRD#: 2285352
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
96
Wealthminder
score

Harriet Helmle (CRD# 2285352) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 18 years of experience in the finance industry. Harriet Helmle 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.

4
John G. Keeton
CRD#: 5501739
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
96
Wealthminder
score

John Keeton (CRD# 5501739) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 8 years of experience in the finance industry.

5
Justin J. Pawl
CRD#: 3217488
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
96
Wealthminder
score

Justin Pawl (CRD# 3217488) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 17 years of experience in the finance industry.

6
Thomas E. Villalta
CRD#: 2271757
100 Congress, Suite 2000, Austin, TX 78701
96
Wealthminder
score

Thomas Villalta (CRD# 2271757) is an Investment Advisor Representative working at Covenant in Austin, TX and has over 21 years of experience in the finance industry.

7
Barron D. Beal
CRD#: 4046616
14643 Dallas Parkway, Suite 320, Dallas, TX 75254
93
Wealthminder
score

Barron Beal (CRD# 4046616) is an Investment Advisor Representative working at Covenant in Dallas, TX and has over 17 years of experience in the finance industry.

8
Lorrie K. Clark
CRD#: 5761496
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
93
Wealthminder
score

Lorrie Clark (CRD# 5761496) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 6 years of experience in the finance industry.

9
Brian W. Garrison
CRD#: 2879020
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
93
Wealthminder
score

Brian Garrison (CRD# 2879020) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 19 years of experience in the finance industry.

10
Donna K. Herndon
CRD#: 2035968
18756 Stone Oak Parkway; Suite 102, San Antonio, TX 78258
93
Wealthminder
score

Donna Herndon (CRD# 2035968) is an Investment Advisor Representative working at Covenant in San Antonio, TX and has over 24 years of experience in the finance industry.

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