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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

COVENANT PARTNERS, LLC

CRD 110137

NASHVILLE, TN

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:ee229b97-794c-2ee3-23b7-1e6e1dbe45c8

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 8
On other graphs: 1
Observed: Mar 21, 2012 to Feb 12, 2026
38 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Covenant Partners, LLC

Intermediary · shared crd

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: $1.1BItem 5.F on the latest filing (2026-02-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $775M
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,044
Individual clients: 34
High net worth clients: 105
Custody, client assets: $588M
SEC number: 801-62178
CRD: 110137
Filings on the tape: 38
First filed: Mar 21, 2012
Latest filed: Feb 12, 2026
Organised: Limited Liability Company, TN
Website: covenantpartnersllc.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
GLISSON, TODD, DAVID	CHIEF MANAGER	D	yes	09/1997	Mar 21, 2012	Aug 15, 2024
LINK, JOHN, BANKS	Member	D	yes	09/1997	Mar 21, 2012	Aug 15, 2024
VASQUEZ, WENDY, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2020	Feb 28, 2020	Aug 15, 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 12, 2026	$1.1B	$775M	15	5	0	n/a	n/a
2024	Mar 5, 2025	$1.0B	$731M	15	6	0	n/a	n/a
2023	Mar 4, 2024	$944M	$699M	14	6	0	n/a	n/a
2022	Mar 1, 2023	$815M	$590M	13	5	0	n/a	n/a
2021	Mar 30, 2022	$865M	$773M	12	5	0	n/a	n/a
2020	Mar 3, 2021	$759M	$683M	11	4	0	n/a	n/a
2019	Mar 30, 2020	$693M	$632M	11	4	0	n/a	n/a
2018	Mar 25, 2019	$507M	$445M	11	5	0	n/a	n/a
2017	Feb 26, 2018	$324M	$322M	7	4	0	n/a	n/a
2016	Mar 23, 2017	$289M	$286M	6	2	n/a	n/a	n/a
2015	Mar 4, 2016	$284M	$282M	6	2	n/a	n/a	n/a
2014	Mar 4, 2015	$270M	$270M	9	3	n/a	n/a	n/a
2013	Mar 26, 2014	$229M	$229M	8	2	n/a	n/a	n/a
2012	Feb 25, 2013	$186M	$186M	7	2	n/a	n/a	n/a
2011	Mar 21, 2012	$145M	$145M	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	3	-3	n/a	0	0	0	0	3

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	$1.1B	$1.0B	6.8%	$815M	9.8%	15	15	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
CERITY PARTNERS LLC	3	Apr 15, 2026	Apr 2, 2026	NASHVILLE, TN	Firm absorbed	RIA to RIA	100.0%

Relationships

Registered with (3)

← TODD DAVID GLISSONAdvisorregistration: previous registration
Jun 27, 2003 to Apr 15, 2026factForm ADV
← JOHN BANKS LINKAdvisorregistration: previous registration
Jan 30, 2004 to Apr 15, 2026factForm ADV
← ANDREW EDWARD WOODAdvisorregistration: previous registration
Apr 28, 2022 to Apr 15, 2026factForm ADV

Moved with (1)

→ CERITY PARTNERS LLCRegistered adviser3 advisors, firm absorbed, same day
Apr 15, 2026 to Apr 2, 2026factForm ADV

Controls (3)

← GLISSON, TODD, DAVIDOwnerCHIEF MANAGER, ownership code D, individual
Mar 21, 2012 to Aug 15, 2024factForm ADV
← VASQUEZ, WENDY, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 28, 2020 to Aug 15, 2024factForm ADV
← LINK, JOHN, BANKSOwnerMEMBER, ownership code D, individual
Mar 21, 2012 to Aug 15, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 15, 2026
Firm absorbed
Covenant Partners, LLC's advisors moved to Cerity Partners LLC (Nashville, TN): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Apr 15, 2026
Advisor changed firm
Andrew Edward Wood left Covenant Partners, Llc for Cerity Partners Llc (registered 2026-04-02)
Form ADVobserved 4 days ago
Occurred
Apr 15, 2026
Advisor changed firm
Todd David Glisson left Covenant Partners, Llc for Cerity Partners Llc (registered 2026-03-31)
Form ADVobserved 4 days ago
Occurred
Apr 15, 2026
Advisor changed firm
John Banks Link left Covenant Partners, Llc for Cerity Partners Llc (registered 2026-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Covenant Partners, Llc reported RAUM $693.5M, up 37% from $507.0M (2020-02-28 to 2020-03-30)
Form ADVobserved 4 days ago
$187M
Occurred
Feb 28, 2020
Control person joined
Lynn Wendy Vasquez (Chief Compliance Officer) appeared on Schedule A of Covenant Partners, Llc
Form ADVobserved 4 days ago
Occurred
Mar 25, 2019
Regulatory AUM changed
Covenant Partners, Llc reported RAUM $507.0M, up 56% from $324.0M (2018-02-26 to 2019-03-25)
Form ADVobserved 4 days ago
$183M

Show 1 bookkeeping events

Occurred
May 1, 2026
Covenant Partners, Llc no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $1.1B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee229b97-794c-2ee3-23b7-1e6e1dbe45c8
First observed: Mar 21, 2012
Last observed: Feb 12, 2026 7 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.

COVENANT PARTNERS, LLC

CRD 110137

NASHVILLE, TN

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:ee229b97-794c-2ee3-23b7-1e6e1dbe45c8

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GLISSON, TODD, DAVID

CHIEF MANAGER

yes

09/1997

Mar 21, 2012

Aug 15, 2024

LINK, JOHN, BANKS

Member

yes

09/1997

Mar 21, 2012

Aug 15, 2024

VASQUEZ, WENDY, LYNN

CHIEF COMPLIANCE OFFICER

yes

02/2020

Feb 28, 2020

Aug 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 12, 2026

$1.1B

$775M

n/a

2024

Mar 5, 2025

$1.0B

$731M

n/a

2023

Mar 4, 2024

$944M

$699M

n/a

2022

Mar 1, 2023

$815M

$590M

n/a

2021

Mar 30, 2022

$865M

$773M

n/a

2020

Mar 3, 2021

$759M

$683M

n/a

2019

Mar 30, 2020

$693M

$632M

n/a

2018

Mar 25, 2019

$507M

$445M

n/a

2017

Feb 26, 2018

$324M

$322M

n/a

2016

Mar 23, 2017

$289M

$286M

n/a

2015

Mar 4, 2016

$284M

$282M

n/a

2014

Mar 4, 2015

$270M

n/a

2013

Mar 26, 2014

$229M

n/a

2012

Feb 25, 2013

$186M

n/a

2011

Mar 21, 2012

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$1.0B

6.8%

$815M

9.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CERITY PARTNERS LLC

Apr 15, 2026

Apr 2, 2026

NASHVILLE, TN

Firm absorbed

RIA to RIA

100.0%