LIGONIER, PACRD 127270Latest ADV February 26, 2026
Covington Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ligonier, PA. Its latest Form ADV filing, dated February 26, 2026, reports $886M in regulatory assets under management, 8 employees, and 639 accounts.
Top client segmentIndividuals represent 59.7% of total clients.
Top client categories% of clientsClients
1
Individuals
59.7%
141
2
HNWI
31.4%
74
3
Charitable
5.5%
13
4
Pension Plans
2.1%
5
5
Corporations
1.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$886Mas of February 26, 2026
Discretionary96.5%
$855M
96% of total RAUM96.5%
Non-discretionary3.5%
$31M
4% of total RAUM3.5%
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$886M
Total Accounts639
10Y AUM Change+$587M (+196.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee30:1
10Y Employee Change+3 (+60.0%)
* 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.