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Covington Investment Advisors, Inc.

● SEC registered since 2003CRD 127270SEC# 801-62139Ligonier, PA
Export (members)
Reg. AUM
$885.9M
Employees
8
Accounts
639
Location
Ligonier, PA

Covington Investment Advisors, Inc. assets under management

Covington Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Ligonier, PA. The firm has been registered since 2003. It reports $885.9 million in regulatory assets under management and employs 8 people.

Covington Investment Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Cindy Jones ControlChief Compliance OfficerUnder 5%2019
Patrick R. Wallace ControlPresidentUnder 5%2003
The Patrick R. Wallace Revocable Trust, Dtd ControlOwnerOver 75%2016

Frequently asked questions

How much does Covington Investment Advisors, Inc. manage?

Covington Investment Advisors, Inc. reports $885.9 million in regulatory assets under management on its Form ADV.

How many employees does Covington Investment Advisors, Inc. have?

Covington Investment Advisors, Inc. reports 8 employees.

Where is Covington Investment Advisors, Inc. located?

Covington Investment Advisors, Inc. is based in Ligonier, PA and has been SEC-registered since 2003.

Does Covington Investment Advisors, Inc. disclose fund performance?

Covington Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 East Main Street, Ligonier, PA 15658
Phone724-238-0151
Fax724-238-0148
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1569036
Discloses disciplinary historyNo

Regulatory AUM

$885.9M▲ 10%
Feb '25 — $808.8MMar '25 — $808.8MApr '25 — $808.8MMay '25 — $808.8MJun '25 — $808.8MJul '25 — $808.8MAug '25 — $808.8MSep '25 — $808.8MOct '25 — $808.8MNov '25 — $808.8MDec '25 — $808.8MJan '26 — $808.8MFeb '26 — $885.9MMar '26 — $885.9MApr '26 — $885.9MMay '26 — $885.9MJun '26 — $885.9M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$885.9Mregulatory AUM
Discretionary $854.7MNon-discretionary $31.2M