JACKSONVILLE, FLCRD 326810Latest ADV April 17, 2026
Covingtonalsina is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated April 17, 2026, reports $283M in regulatory assets under management, 5 employees, 1 office, and 1,241 accounts.
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
1,146
2
HNWI
7.3%
90
3
Charitable
0.2%
3
4
Pension Plans
0.1%
1
5
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of April 17, 2026
Discretionary100.0%
$283M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$283M
Total Accounts1,241
10Y AUM Change+$283M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee248:1
10Y Employee Change+2 (+66.7%)
* 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.