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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

WEALTH COVENANT GROUP LLC

CRD 291453

HOUSTON, TX

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:7e8375b3-cd10-37cb-31e4-c1f8cbe2e4af

Data as of Jan 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 0
Observed: Dec 8, 2017 to Jan 10, 2025
18 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $291MItem 5.F on the latest filing (2025-01-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $291M
Private client RAUM: $291MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 363
Individual clients: 47
High net worth clients: 60
Custody, client assets: $290M
SEC number: 801-112278
CRD: 291453
Filings on the tape: 18
First filed: Dec 8, 2017
Latest filed: Jan 10, 2025
Organised: Limited Liability Company, TX
Website: wealthcovenantgroup.com

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
RICHARD, ERICA, MAXINE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Mar 31, 2021	Dec 12, 2024
STAVINOHA, DENNIS, WAYNE	MANAGING MEMBER	E	yes	01/2018	Dec 8, 2017	Dec 12, 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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Jan 10, 2025	$291M	$291M	4	2	n/a	n/a
2023	Mar 1, 2024	$291M	$291M	4	2	n/a	n/a
2022	Feb 1, 2023	$270M	$270M	4	2	n/a	n/a
2021	Mar 23, 2022	$276M	$276M	4	2	n/a	n/a
2020	Mar 31, 2021	$194M	$194M	3	2	n/a	n/a
2019	Mar 2, 2020	$176M	$176M	4	1	n/a	n/a
2018	Mar 12, 2019	$155M	$155M	5	2	n/a	n/a

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
2024	$291M	$291M	0.0%	$276M	1.7%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Captrust	2	Mar 20, 2025	Jan 10, 2025	HOUSTON, TX	Team lift out	Other	100.0%

Relationships

Registered with (4)

← Dennis Wayne StavinohaAdvisorregistration: previous registration
Jan 9, 2018 to Mar 20, 2025factForm ADV
← Dylan Michael TarpeyAdvisorregistration: previous registration
Aug 4, 2020 to Mar 20, 2025factForm ADV
← KELLI MARIE HERNANDEZAdvisorregistration: previous registration
Mar 7, 2019 to Oct 22, 2019factForm ADV
← WILLIAM RHETT ROBERSONAdvisorregistration: previous registration
Jan 9, 2018 to Oct 31, 2018factForm ADV

Moved with (1)

→ CAPTRUSTRegistered adviser2 advisors, team lift out, same day
Mar 20, 2025 to Jan 10, 2025factForm ADV

Controls (2)

← STAVINOHA, DENNIS, WAYNEOwnerMANAGING MEMBER, ownership code E, individual
Dec 8, 2017 to Dec 12, 2024factForm ADV
← RICHARD, ERICA, MAXINEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2021 to Dec 12, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Wealth Covenant Group Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $290.7M)
Form ADVobserved 3 days ago
$291M
Occurred
Mar 20, 2025
Team lift-out
2 advisors left Wealth Covenant Group LLC (Houston, TX) for Captrust on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 20, 2025
Advisor changed firm
Dennis Wayne Stavinoha left Wealth Covenant Group Llc for Captrust (registered 2025-01-10)
Form ADVobserved 3 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Dylan Michael Tarpey left Wealth Covenant Group Llc for Captrust (registered 2025-01-10)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2021
Control person joined
Maxine Erica Richard (Chief Compliance Officer) appeared on Schedule A of Wealth Covenant Group Llc
Form ADVobserved 3 days ago
Occurred
Dec 8, 2017
First Form ADV filing
Covenant Wealth Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e8375b3-cd10-37cb-31e4-c1f8cbe2e4af
First observed: Dec 8, 2017
Last observed: Jan 10, 2025 20 months 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.

WEALTH COVENANT GROUP LLC

CRD 291453

HOUSTON, TX

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:7e8375b3-cd10-37cb-31e4-c1f8cbe2e4af

Data as of Jan 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RICHARD, ERICA, MAXINE

CHIEF COMPLIANCE OFFICER

yes

03/2021

Mar 31, 2021

Dec 12, 2024

STAVINOHA, DENNIS, WAYNE

MANAGING MEMBER

yes

01/2018

Dec 8, 2017

Dec 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 10, 2025

$291M

n/a

2023

Mar 1, 2024

$291M

n/a

2022

Feb 1, 2023

$270M

n/a

2021

Mar 23, 2022

$276M

n/a

2020

Mar 31, 2021

$194M

n/a

2019

Mar 2, 2020

$176M

n/a

2018

Mar 12, 2019

$155M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$291M

0.0%

$276M

1.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

Mar 20, 2025

Jan 10, 2025

HOUSTON, TX

Team lift out

Other

100.0%