DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Covenant Partners, LLC

Former SEC-registered adviserNashville, TennesseeCRD 110137SEC 801-62178websiteIAPD
Latest filing Feb 12, 2026
First filing on the tape Mar 21, 2012 · 38 filings
SEC status approved since Jun 27, 2003
RAUM
$1.1B
reported, Item 5.F
Discretionary
72%
of RAUM
Private clients
100%
$1.1B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$1.1B as of Feb 12, 2026
Mar 21, 2012$145M then
HNW client RAUM$1.1B as of Feb 12, 2026
Feb 26, 2018$302M then
State-registered IARs (5.B.3)5 as of Feb 12, 2026
Mar 21, 20120 then
Employees (5.A)15 as of Feb 12, 2026
Feb 25, 20137 then
Private funds: no history
RAUM +6.8% over the last fiscal year+9.8% a year over threeIARs 6 to 5
Practice profile
derived from the filing of Feb 12, 2026; every figure names its basis
RAUM per advisor
$216MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
28derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$10.2MderivedHNW RAUM over HNW clients
Average account
$1.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
72%derivedof RAUM
Institutional
0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.0derivedItem 5.A over advisors
Advisors per office
5.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+6.8%derivedbetween the last two annual amendments
Advisor growth, one year
-17%derivedItem 5.B.3 between annual amendments
Client growth, one year
+7.8%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
Custody
$588M, 105 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.1B99%
  • Individuals$5.7M0.5%
  • Charitable organizations$2.7M0.2%
Individual clients
34reported
HNW clients
105reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1,044reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
$588M for 105 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • David Todd Glisson · Chief Managercontrol
      since 09/1997 · owns 50% to 75%
    • Banks John Link · Membercontrol
      since 09/1997 · owns 50% to 75%
    • Lynn Wendy Vasquez · Chief Compliance Officercontrol
      since 02/2020 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Nashville, Tn · principal003
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 1,011 to 1,044
      Nov 3, 2025 to Feb 12, 2026
    • Advisory employees · 6 to 5
      Nov 3, 2025 to Feb 12, 2026
    • HNW clients · 100 to 105
      Nov 3, 2025 to Feb 12, 2026
    • Individual clients · 29 to 34
      Nov 3, 2025 to Feb 12, 2026
    • Assets in custody · $577M to $588M
      Nov 3, 2025 to Feb 12, 2026
    • State-registered IARs · 6 to 5
      Nov 3, 2025 to Feb 12, 2026
    • Discretionary RAUM · $731M to $775M
      Nov 3, 2025 to Feb 12, 2026
    • HNW RAUM · $999M to $1.1B
      Nov 3, 2025 to Feb 12, 2026
    • Individual RAUM · $9.0M to $5.7M
      Nov 3, 2025 to Feb 12, 2026
    • Non-discretionary RAUM · $280M to $304M
      Nov 3, 2025 to Feb 12, 2026
    • RAUM · $1.0B to $1.1B
      Nov 3, 2025 to Feb 12, 2026
    • Accounts · 911 to 1,011
      Aug 15, 2024 to Mar 5, 2025
    • HNW clients · 86 to 100
      Aug 15, 2024 to Mar 5, 2025
    • Individual clients · 34 to 29
      Aug 15, 2024 to Mar 5, 2025
    • Assets in custody · $585M to $577M
      Aug 15, 2024 to Mar 5, 2025
    • Employees · 14 to 15
      Aug 15, 2024 to Mar 5, 2025
    • Financial planning clients · 26-50 to 26-50
      Aug 15, 2024 to Mar 5, 2025
    • Discretionary RAUM · $699M to $731M
      Aug 15, 2024 to Mar 5, 2025
    • HNW RAUM · $932M to $999M
      Aug 15, 2024 to Mar 5, 2025
    • Individual RAUM · $10.0M to $9.0M
      Aug 15, 2024 to Mar 5, 2025
    • Non-discretionary RAUM · $245M to $280M
      Aug 15, 2024 to Mar 5, 2025
    • RAUM · $944M to $1.0B
      Aug 15, 2024 to Mar 5, 2025
    • Accounts · 803 to 911
      Aug 31, 2023 to Mar 4, 2024
    • HNW clients · 76 to 86
      Aug 31, 2023 to Mar 4, 2024
    • Individual clients · 32 to 34
      Aug 31, 2023 to Mar 4, 2024
    • Assets in custody · $512M to $585M
      Aug 31, 2023 to Mar 4, 2024
    • Discretionary RAUM · $590M to $699M
      Aug 31, 2023 to Mar 4, 2024
    • HNW RAUM · $800M to $932M
      Aug 31, 2023 to Mar 4, 2024
    • Individual RAUM · $13.5M to $10.0M
      Aug 31, 2023 to Mar 4, 2024
    • Non-discretionary RAUM · $226M to $245M
      Aug 31, 2023 to Mar 4, 2024
    • RAUM · $815M to $944M
      Aug 31, 2023 to Mar 4, 2024
    • Advisory employees · 5 to 6
      Jul 31, 2023 to Aug 31, 2023
    • Employees · 13 to 14
      Jul 31, 2023 to Aug 31, 2023
    • State-registered IARs · 5 to 6
      Jul 31, 2023 to Aug 31, 2023
    • Accounts · 636 to 803
      Apr 27, 2022 to Mar 1, 2023
    • HNW clients · 71 to 76
      Apr 27, 2022 to Mar 1, 2023
    • Individual clients · 29 to 32
      Apr 27, 2022 to Mar 1, 2023
    • Assets in custody · $255M to $512M
      Apr 27, 2022 to Mar 1, 2023
    • Employees · 12 to 13
      Apr 27, 2022 to Mar 1, 2023
    • State-registered IARs · 2 to 5
      Apr 27, 2022 to Mar 1, 2023
    Signals
    8 dated events
    • Covenant Partners, Llc no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $1.1B)
      May 1, 2026 · Left the SEC roster · derived
    • Andrew Edward Wood left Covenant Partners, Llc for Cerity Partners Llc (registered 2026-04-02)
      Apr 15, 2026 · Advisor changed firm · fact
    • John Banks Link left Covenant Partners, Llc for Cerity Partners Llc (registered 2026-03-31)
      Apr 15, 2026 · Advisor changed firm · fact
    • Todd David Glisson left Covenant Partners, Llc for Cerity Partners Llc (registered 2026-03-31)
      Apr 15, 2026 · Advisor changed firm · fact
    • Covenant Partners, LLC's advisors moved to Cerity Partners LLC (Nashville, TN): 3 of 3 registered, on the same day
      Apr 15, 2026 · Firm absorbed (people side) · derived
    • Covenant Partners, Llc reported RAUM $693.5M, up 37% from $507.0M (2020-02-28 to 2020-03-30)
      Mar 30, 2020 · RAUM change · derived
    • Lynn Wendy Vasquez (Chief Compliance Officer) appeared on Schedule A of Covenant Partners, Llc
      Feb 28, 2020 · Control person joined · fact
    • Covenant Partners, Llc reported RAUM $507.0M, up 56% from $324.0M (2018-02-26 to 2019-03-25)
      Mar 25, 2019 · RAUM change · derived
    Across DFX
    shared identifiers only, never a name match
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026