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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COVINGTONALSINA

COVINGTONALSINA, LLC, CRD 326810

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:63ea618a-e0d3-79a3-96c5-0c6b2b6d8caf

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: May 18, 2023 to Aug 26, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $283MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $283M
Private client RAUM: $281MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $70.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,241
Individual clients: 1,146
High net worth clients: 90
SEC number: 801-128186
CRD: 326810
Filings on the tape: 25
First filed: May 18, 2023
Latest filed: Aug 26, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANN M. COVINGTON	Certified Financial Planner	JACKSONVILLE, FL	3	22	3	no
Nicole Mulea	n/a	ANNAPOLIS, MD \| JACKSONVILLE, FL	1	13	n/a	no
John Lawrence Grant	n/a	JACKSONVILLE, FL \| ANNAPOLIS, MD	1	12	1	no
Heather Megan Anthony	Certified Financial Planner	Annapolis, MD \| JACKSONVILLE, FL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COVINGTON, ANN, M.	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	02/2016	May 18, 2023	Nov 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$283M	$283M	5	5	1	n/a	n/a
2024	Mar 12, 2025	$189M	$189M	4	4	1	n/a	n/a
2023	Mar 13, 2024	$149M	$149M	5	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$283M	$189M	49.4%	n/a	n/a	10	4	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GREAT VALLEY ADVISOR GROUP, LLC	2	Jun 26, 2023	Apr 22, 2025	ANNAPOLIS, MD	Team lift out	RIA to new firm	1.5%

Relationships

Registered with (6)

← Heather Megan AnthonyAdvisorregistration: current employment
Nov 17, 2025 to presentfactForm ADV
← John Lawrence GrantAdvisorregistration: current employment
Apr 22, 2025 to presentfactForm ADV
← Nicole MuleaAdvisorregistration: current employment
Jan 3, 2025 to presentfactForm ADV
← ANN M. COVINGTONAdvisorregistration: current employment
Jun 26, 2023 to presentfactForm ADV
← JENNIFER PASTERCZYKAdvisorregistration: previous registration
Sep 24, 2024 to May 7, 2025factForm ADV
← GUNNAR NATHAN LAASANENAdvisorregistration: previous registration
Dec 15, 2023 to Nov 25, 2024factForm ADV

Moved with (1)

← GREAT VALLEY ADVISOR GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Jun 26, 2023 to Apr 22, 2025factForm ADV

Controls (1)

← COVINGTON, ANN, M.OwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 18, 2023 to Nov 25, 2024factForm ADV

Dated events

Occurred
Jul 25, 2025
Succession filed (Item 4)
Covingtonalsina reported succeeding to the business of Covingtonalsina (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
May 7, 2025
Advisor changed firm
Jennifer Pasterczyk left Covingtonalsina for Edward Jones (registered 2025-06-23)
Form ADVobserved 4 days ago
Occurred
Nov 25, 2024
Advisor changed firm
Gunnar Nathan Laasanen left Covingtonalsina for Impact Partnership Wealth, Llc (registered 2024-12-11)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2023
Team lift-out
2 advisors left Great Valley Advisor Group, LLC (Annapolis, MD) for Covingtonalsina on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
May 18, 2023
First Form ADV filing
Covingtonalsina filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63ea618a-e0d3-79a3-96c5-0c6b2b6d8caf
First observed: May 18, 2023
Last observed: Aug 26, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COVINGTONALSINA

COVINGTONALSINA, LLC, CRD 326810

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:63ea618a-e0d3-79a3-96c5-0c6b2b6d8caf

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANN M. COVINGTON

Certified Financial Planner

JACKSONVILLE, FL

Nicole Mulea

n/a

ANNAPOLIS, MD | JACKSONVILLE, FL

n/a

John Lawrence Grant

n/a

JACKSONVILLE, FL | ANNAPOLIS, MD

Heather Megan Anthony

Certified Financial Planner

Annapolis, MD | JACKSONVILLE, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COVINGTON, ANN, M.

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

02/2016

May 18, 2023

Nov 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$283M

n/a

2024

Mar 12, 2025

$189M

n/a

2023

Mar 13, 2024

$149M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$283M

$189M

49.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GREAT VALLEY ADVISOR GROUP, LLC

Jun 26, 2023

Apr 22, 2025

ANNAPOLIS, MD

Team lift out

RIA to new firm

1.5%