NASHVILLE, TNCRD 110137Latest ADV February 12, 2026
Covenant Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated February 12, 2026, reports $1.1B in regulatory assets under management, 15 employees, and 1,044 accounts.
Assets Under Management
$1.1B
Employees
15
Offices
--
Total Clients
139
Primary office
NASHVILLE, TN
3811 BEDFORD AVENUE, SUITE 201, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.5% of total clients.
Top client categories% of clientsClients
1
HNWI
75.5%
105
2
Individuals
24.5%
34
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 12, 2026
Discretionary71.8%
$775M
72% of total RAUM71.8%
Non-discretionary28.2%
$304M
28% of total RAUM28.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,044
10Y AUM Change+$791M (+273.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee9:1
10Y Employee Change+9 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.