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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COVINGTON INVESTMENT ADVISORS, INC.

CRD 127270

LIGONIER, PA

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:8d182d3f-9383-0af5-15ca-53c615fb2a4b

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 6, 2012 to Feb 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=0.71 fund_share=0.0 institutional_share=0.28 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $886MItem 5.F on the latest filing (2026-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $855M
Private client RAUM: $631MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $177Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 639
Individual clients: 141
High net worth clients: 74
Custody, client assets: $149M
SEC number: 801-62139
CIK: 1569036
CRD: 127270
Filings on the tape: 25
First filed: Mar 6, 2012
Latest filed: Feb 26, 2026
Organised: Corporation, PA
Website: covingtoninvestment.com

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
PATRICK R. WALLACE	n/a	LIGONIER, PA	23	23	n/a	no
CINDY JONES	n/a	LIGONIER, PA	14	18	1	no
Nick Michael Allen	n/a	LIGONIER, PA	5	11	n/a	no
Colten McCutcheon	n/a	LIGONIER, PA	0	12	n/a	no
Jacob Devlin	n/a	LIGONIER, PA	0	18	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
JONES, CINDY	CHIEF COMPLIANCE OFFICER	Na	yes	10/2019	Oct 16, 2019	Feb 29, 2024
THE PATRICK R. WALLACE REVOCABLE TRUST, DTD	Owner	E	yes	08/2016	Mar 10, 2017	Feb 29, 2024
WALLACE, PATRICK, R.	President	Na	yes	05/2003	Mar 6, 2012	Feb 29, 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	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$886M	$855M	8	4	0	n/a	n/a
2024	Feb 24, 2025	$809M	$781M	6	3	0	n/a	n/a
2023	Feb 29, 2024	$701M	$677M	6	3	0	n/a	n/a
2022	Mar 13, 2023	$574M	$550M	5	3	0	n/a	n/a
2021	Mar 22, 2022	$682M	$656M	5	3	0	n/a	n/a
2020	Mar 17, 2021	$507M	$490M	6	3	0	n/a	n/a
2019	Mar 23, 2020	$448M	$435M	5	3	0	n/a	n/a
2018	Mar 14, 2019	$351M	$341M	7	3	0	n/a	n/a
2017	Mar 29, 2018	$362M	$352M	6	2	0	n/a	n/a
2016	Mar 10, 2017	$299M	$292M	5	2	n/a	n/a	n/a
2015	Mar 5, 2016	$289M	$281M	5	2	n/a	n/a	n/a
2014	Mar 26, 2015	$264M	$256M	5	2	n/a	n/a	n/a
2013	Mar 7, 2014	$240M	$233M	4	2	n/a	n/a	n/a
2012	Feb 21, 2013	$216M	$196M	4	2	n/a	n/a	n/a
2011	Mar 6, 2012	$217M	$190M	n/a	n/a	n/a	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	0	0

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	$886M	$809M	9.5%	$574M	15.5%	8	6	0	0

Relationships

Registered with (5)

← Jacob DevlinAdvisorregistration: current employment
Feb 6, 2026 to presentfactForm ADV
← Colten McCutcheonAdvisorregistration: current employment
Oct 23, 2025 to presentfactForm ADV
← Nick Michael AllenAdvisorregistration: current employment
Oct 29, 2020 to presentfactForm ADV
← CINDY JONESAdvisorregistration: current employment
Jul 13, 2012 to presentfactForm ADV
← PATRICK R. WALLACEAdvisorregistration: current employment
Sep 5, 2003 to presentfactForm ADV

Controls (3)

← WALLACE, PATRICK, R.OwnerPRESIDENT, ownership code NA, individual
Mar 6, 2012 to Feb 29, 2024factForm ADV
← JONES, CINDYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 16, 2019 to Feb 29, 2024factForm ADV
← THE PATRICK R. WALLACE REVOCABLE TRUST, DTDOwnerOWNER, ownership code E, domestic entity
Mar 10, 2017 to Feb 29, 2024factForm ADV

Dated events

Occurred
Mar 22, 2022
Regulatory AUM changed
Covington Investment Advisors, Inc. reported RAUM $681.7M, up 35% from $506.6M (2021-03-17 to 2022-03-22)
Form ADVobserved 4 days ago
$175M
Occurred
Oct 16, 2019
Control person left
E. Sarah Rovedatti (Chief Compliance Officer) no longer on Schedule A of Covington Investment Advisors, Inc. (listed 2019-03-14, absent 2019-10-16)
Form ADVobserved 4 days ago
Occurred
Oct 16, 2019
Control person joined
Cindy Jones (Chief Compliance Officer) appeared on Schedule A of Covington Investment Advisors, Inc.
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d182d3f-9383-0af5-15ca-53c615fb2a4b
First observed: Mar 6, 2012
Last observed: Feb 26, 2026 6 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.

COVINGTON INVESTMENT ADVISORS, INC.

CRD 127270

LIGONIER, PA

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:8d182d3f-9383-0af5-15ca-53c615fb2a4b

Data as of Feb 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICK R. WALLACE

n/a

LIGONIER, PA

n/a

CINDY JONES

n/a

LIGONIER, PA

Nick Michael Allen

n/a

LIGONIER, PA

n/a

Colten McCutcheon

n/a

LIGONIER, PA

n/a

Jacob Devlin

n/a

LIGONIER, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JONES, CINDY

CHIEF COMPLIANCE OFFICER

yes

10/2019

Oct 16, 2019

Feb 29, 2024

THE PATRICK R. WALLACE REVOCABLE TRUST, DTD

Owner

yes

08/2016

Mar 10, 2017

Feb 29, 2024

WALLACE, PATRICK, R.

President

yes

05/2003

Mar 6, 2012

Feb 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

$886M

$855M

n/a

2024

Feb 24, 2025

$809M

$781M

n/a

2023

Feb 29, 2024

$701M

$677M

n/a

2022

Mar 13, 2023

$574M

$550M

n/a

2021

Mar 22, 2022

$682M

$656M

n/a

2020

Mar 17, 2021

$507M

$490M

n/a

2019

Mar 23, 2020

$448M

$435M

n/a

2018

Mar 14, 2019

$351M

$341M

n/a

2017

Mar 29, 2018

$362M

$352M

n/a

2016

Mar 10, 2017

$299M

$292M

n/a

2015

Mar 5, 2016

$289M

$281M

n/a

2014

Mar 26, 2015

$264M

$256M

n/a

2013

Mar 7, 2014

$240M

$233M

n/a

2012

Feb 21, 2013

$216M

$196M

n/a

2011

Mar 6, 2012

$217M

$190M

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

$886M

$809M

9.5%

$574M

15.5%