COVENANT FINANCIAL ADVISORS, LLC

COVENANT FINANCIAL ADVISORS, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 328840). Regulatory assets under management: $12.2M.

Registration

• CRD: 328840
• Type: Registered investment adviser
• Location: 11201 N TATUM BLVD., PHOENIX, AZ, 85028
• Phone: 602-861-0033
• Latest filing: 2026-03-20
• Regulatory AUM: $12.2M
• Discretionary AUM: $10.2M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 82

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search