COVENANT FINANCIAL PLANNING AND RESOURCE MANAGEMENT, INC.

COVENANT FINANCIAL PLANNING AND RESOURCE MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 165873). Regulatory assets under management: $353K.

Registration

• CRD: 165873
• Type: Registered investment adviser
• Phone: 901-233-0626
• Latest filing: 2026-03-09
• Regulatory AUM: $353K
• Discretionary AUM: $353K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search