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Covenant Multi-Family Offices, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $62,876,000
Utilities Select Sector SPDR Fund $693,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $221,000
Vanguard Small-Cap Index Fund $219,000
First Trust NASDAQ Rising Dividend Achievers ETF $103,000
Vanguard Short-Term Inflation-Protected Securities Index Fund $85,000
Vanguard Total Stock Market Index Fund $50,000
Vanguard Dividend Appreciation Index Fund $32,000
Vanguard Emerging Markets Stock Index Fund $23,000
Vanguard European Stock Index Fund $21,000
iShares Russell 1000 Value ETF $18,000
Energy Select Sector SPDR Fund $16,000
iShares Silver Trust $6,000
PowerShares DB US Dollar Index Bullish Fund $0
Vanguard REIT Index Fund $0
iShares Select Dividend ETF $0
iShares MSCI Brazil Capped ETF $0
IQ Hedge Multi-Strategy Tracker ETF $0
iShares Core S&P 500 ETF $0
iShares MSCI ACWI ETF $0
AlphaClone Alternative Alpha ETF $0
Vanguard Extended Market Index Fund $0
Market Vectors Mortgage REIT Income ETF $0
iShares Russell 1000 ETF $0
SPDR DB International Government Inflation-Protected Bond ETF $0
iShares Russell 2000 ETF $0
iShares 7-10 Year Treasury Bond ETF $0
First Trust Preferred Securities and Income ETF $0
JPMorgan Alerian MLP Index Exchange Traded Notes $0
iShares Core S&P Mid-Cap ETF $0
iShares Core S&P Small-Cap ETF $0
SPDR Gold Shares $0
iShares MSCI Emerging Markets ETF $0
Vanguard Mid-Cap Index Fund $0
Vanguard 500 Index Fund $0
iShares Gold Trust $0
iShares iBoxx $ Investment Grade Corporate Bond ETF $0
iShares Russell Mid-Cap Growth ETF $0
Vanguard Tax-Managed International Fund $0
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $0
iShares MSCI EAFE ETF $0
iShares Core US Aggregate Bond ETF $0

    Assets

    Assets

    Last updated on Jan. 7, 2016
      • $1.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 783
        Accounts
      • $1.6M
        Estimated Average Account Balance

    Services

    Firm Services

    • Financial Planning

    • Pension Consulting

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    16

    name start date
    Lorrie Kathleen Clark
    October 2010
    Oliver Michael Norman
    February 2015
    Thomas Edward Villalta
    September 2012
    Harriet Marmon Helmle
    April 2010
    Raquel Renfro Lopez
    March 2015

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Admiral Covenant Gp, LLC -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        John Duggan Eadie Managing Member November, 2009 50% to 75%
        Edward Earl Whitacre Member February, 2010 10% to 25%
        Barron Dean Beal Member October, 2012 10% to 25%
        Justin Joseph Pawl Chief Investment Officer August, 2012 5% to 10%
        Brian William Garrison Chief Compliance Officer June, 2010 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees