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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 11 advisors nationwide.

Advisors (11)

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Name Start Date
Ashley Lynn Simpson May 2010
Barron Dean Beal May 2012
Brian William Garrison Feb 2010
Dolores Fernandez Wheless May 2010
Harriet Marmon Helmle Apr 2010
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*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

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$1.3B
Total Assets
1K
Accounts
$959.3K
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

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ownership pie chart

*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

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Name Title Tenure Date
John Duggan Eadie Managing Member 11/01/2009
Whitacre, Edward, Earl 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

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
18756 Stone Oak Parkway; Suite 102
San Antonio , TX 78258
Phone Number: 210-403-5350
Other Offices Address City State Zip
3304 South Broadway, Suite 202 Tyler TX 75701
5949 Sherry Lane, Suite 825 Dallas TX 75225

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees