COVENANT INVESTMENT SOLUTIONS L.L.C.

COVENANT INVESTMENT SOLUTIONS L.L.C. of HIGHLANDS, NC is an SEC-registered investment adviser (CRD 294629). Regulatory assets under management: $9.0M.

Registration

• CRD: 294629
• Type: Registered investment adviser
• Location: 348 SOUTH FIFTH STREET, HIGHLANDS, NC, 28741
• Phone: 828-787-1055
• Latest filing: 2026-03-31
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294629 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search