|Covenant Multi-Family Offices, LLC is a RIA based in San Antonio, TX with $1B in AUM and with 13 advisors nationwide.|
|Justin Joseph Pawl||Aug 2012|
|Ashley Lynn Simpson||May 2010|
|John Glenn Keeton||Aug 2013|
|John Duggan Eadie||Feb 2010|
|Lorrie Kathleen Clark||Oct 2010|
*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.
- John Duggan Eadie (50% to 75%)
- Kevin Mcclain Harris (25% to 50%)
- Edward Earl Whitacre (10% to 25%)
- Executives with less than 5% share each
*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.
|John Duggan Eadie||Managing Member||11/01/2009|
|Edward Earl Whitacre||Member||02/01/2010|
|Brian William Garrison||Chief Compliance Officer||06/01/2010|
|Kevin Mcclain Harris||Member||02/01/2010|
|Justin Joseph Pawl||Chief Investment Officer||08/01/2012|
No firm affiliates listed.
18756 Stone Oak Parkway; Suite 102
San Antonio , TX 78258
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees