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Covenant Multi-Family Offices, LLC

Covenant Multi-Family Offices, LLC is a RIA based in San Antonio, TX with $1B in AUM and with 15 advisors nationwide.

Advisors (15)

Name Start Date
Brian William Garrison Feb 2010
Lorrie Kathleen Clark Oct 2010
Stefan Whitwell Dec 2014
Andre Cesar Arellano May 2013
Harriet Marmon Helmle Apr 2010
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$1.3B
Total Assets
783
Accounts
$1.6M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
John Duggan Eadie Managing Member 11/01/2009
Edward Earl Whitacre Member 02/01/2010
Brian William Garrison Chief Compliance Officer 06/01/2010
Justin Joseph Pawl Chief Investment Officer 08/01/2012
Barron Dean Beal Member 10/01/2012

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
18756 Stone Oak Parkway; Suite 102
San Antonio , TX 78258
Phone Number: 210-403-5350
Other Offices Address City State Zip
5949 Sherry Lane, Suite 825 Dallas TX 75225
100 Congress, Suite 2000 Austin TX 78701
210 Park Avenue Oklahoma City OK 73102

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees