Data / Investment advisers / Florida / Covingtonalsina
Covingtonalsina, Jacksonville, FL: $283 million AUM, SEC registered investment adviser
Covingtonalsina is an SEC registered investment adviser with its main office in Jacksonville, Florida and reports $283 million in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 326810
- SEC file number
- 801-128186
- SEC status
- Approved, effective June 20, 2023
- Legal name
- Covingtonalsina, LLC
- Main office
- 2114 Oak Street, Jacksonville, FL 32204
- Phone
- (904) 449-7326
- Regulatory AUM
- $282,930,732 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $282,930,732
- Accounts
- 1,241
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $176.9 million |
| Individuals (other than high net worth individuals) | 1,146 | $104.2 million |
| Charitable organizations | 3 | $1 million |
| Corporations or other businesses | 1 | $634,331 |
| Pension and profit sharing plans | 1 | $146,798 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $282.9 million | February 3, 2026 |
| December 1, 2025 | $189.3 million | September 23, 2025 |
Other advisers in Jacksonville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Life Planning Partners, Inc. | Jacksonville | $354 million | Not listed | adviserinfo.sec.gov |
| Douglas Capital Management Inc | Jacksonville | $295.2 million | Not listed | adviserinfo.sec.gov |
| Madden Advisory Services, Inc. | Jacksonville | $291.7 million | Not listed | adviserinfo.sec.gov |
| The Palmer Knight Company | Jacksonville | $285.4 million | Not listed | adviserinfo.sec.gov |
| Fig Capital Management, LLC | Jacksonville | $283 million | 2 | adviserinfo.sec.gov |
| Riverplace Capital Management Inc | Jacksonville | $267.4 million | Not listed | adviserinfo.sec.gov |
| Trustwell Financial Advisors, LLC | Jacksonville | $260.8 million | Not listed | adviserinfo.sec.gov |
| Davis Capital Management | Jacksonville | $259 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jacksonville, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Covingtonalsina on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.