Multi-Family OfficeRIA · CRD 328840

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Covenant Financial Advisors

Covenant Financial Advisors, LLC is a state-registered investment adviser in Phoenix, AZ. The firm manages $12 million in assets, $10 million on a...

Covenant Financial Advisors

Covenant Financial Advisors, LLC is a state-registered investment adviser in Phoenix, AZ. The firm manages $12 million in assets, $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Covenant Financial Advisors?

No named investment principals are publicly associated with the firm. For smaller multi-family offices, the lead advisor or founder often serves as both relationship manager and investment committee chair, making allocation and manager-selection decisions in consultation with the client families.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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