FONVILLE WEALTH MANAGEMENT LLC
Legal name: COVENANT WEALTH ADVISORS
CRD #155221 SEC #801-114868 RICHMOND, VA (804) 729-5265
SEC Registered
Total AUM
$653M
Discretionary
$642.2M
Employees
11
Clients
25
Accounts
1,567
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $653M | $642.2M | $10.8M | 11 | 0 |
| Feb 2025 | $653M | $642.2M | $10.8M | 11 | 0 |
| Feb 2025 | $653M | $642.2M | $10.8M | 11 | 0 |
| Oct 2024 | $496.3M | $486.8M | $9.6M | 9 | 13 |
| Mar 2024 | $496.3M | $486.8M | $9.6M | 9 | 13 |
| Dec 2023 | $271.7M | $261.5M | $10.2M | 6 | 15 |
| Oct 2023 | $271.7M | $261.5M | $10.2M | 6 | 15 |
| May 2023 | $271.7M | $261.5M | $10.2M | 6 | 15 |
| Feb 2023 | $271.7M | $261.5M | $10.2M | 6 | 15 |
| Aug 2022 | $287.7M | $272.7M | $15M | 5 | 0 |
| Jun 2022 | $287.7M | $272.7M | $15M | 5 | 0 |
| Jun 2022 | $287.7M | $272.7M | $15M | 5 | 0 |
| Jun 2022 | $287.7M | $272.7M | $15M | 5 | 0 |
| Mar 2022 | $287.7M | $272.7M | $15M | 5 | 0 |
| Feb 2022 | $287.7M | $272.7M | $15M | 5 | 0 |
| Feb 2022 | $287.7M | $272.7M | $15M | 5 | 0 |
| Jan 2022 | $229M | $209.2M | $19.8M | 5 | 10 |
| Mar 2021 | $229M | $209.2M | $19.8M | 6 | 10 |
| Oct 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| Aug 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| Jun 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| May 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| May 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| Apr 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| Mar 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| Mar 2020 | $184.2M | $165.8M | $18.4M | 5 | 1 |
| Sep 2019 | $173.7M | $149.6M | $24.1M | 5 | 0 |
| Feb 2019 | $173.7M | $149.6M | $24.1M | 5 | 0 |
DateMar 2025
Total AUM$653M
Discretionary$642.2M
Non-Disc.$10.8M
Employees11
Clients0
DateFeb 2025
Total AUM$653M
Discretionary$642.2M
Non-Disc.$10.8M
Employees11
Clients0
DateFeb 2025
Total AUM$653M
Discretionary$642.2M
Non-Disc.$10.8M
Employees11
Clients0
DateOct 2024
Total AUM$496.3M
Discretionary$486.8M
Non-Disc.$9.6M
Employees9
Clients13
DateMar 2024
Total AUM$496.3M
Discretionary$486.8M
Non-Disc.$9.6M
Employees9
Clients13
DateDec 2023
Total AUM$271.7M
Discretionary$261.5M
Non-Disc.$10.2M
Employees6
Clients15
DateOct 2023
Total AUM$271.7M
Discretionary$261.5M
Non-Disc.$10.2M
Employees6
Clients15
DateMay 2023
Total AUM$271.7M
Discretionary$261.5M
Non-Disc.$10.2M
Employees6
Clients15
DateFeb 2023
Total AUM$271.7M
Discretionary$261.5M
Non-Disc.$10.2M
Employees6
Clients15
DateAug 2022
Total AUM$287.7M
Discretionary$272.7M
Non-Disc.$15M
Employees5
Clients0
DateJun 2022
Total AUM$287.7M
Discretionary$272.7M
Non-Disc.$15M
Employees5
Clients0
DateJun 2022
Total AUM$287.7M
Discretionary$272.7M
Non-Disc.$15M
Employees5
Clients0
DateJun 2022
Total AUM$287.7M
Discretionary$272.7M
Non-Disc.$15M
Employees5
Clients0
DateMar 2022
Total AUM$287.7M
Discretionary$272.7M
Non-Disc.$15M
Employees5
Clients0
DateFeb 2022
Total AUM$287.7M
Discretionary$272.7M
Non-Disc.$15M
Employees5
Clients0
DateFeb 2022
Total AUM$287.7M
Discretionary$272.7M
Non-Disc.$15M
Employees5
Clients0
DateJan 2022
Total AUM$229M
Discretionary$209.2M
Non-Disc.$19.8M
Employees5
Clients10
DateMar 2021
Total AUM$229M
Discretionary$209.2M
Non-Disc.$19.8M
Employees6
Clients10
DateOct 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateAug 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateJun 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateMay 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateMay 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateApr 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateMar 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateMar 2020
Total AUM$184.2M
Discretionary$165.8M
Non-Disc.$18.4M
Employees5
Clients1
DateSep 2019
Total AUM$173.7M
Discretionary$149.6M
Non-Disc.$24.1M
Employees5
Clients0
DateFeb 2019
Total AUM$173.7M
Discretionary$149.6M
Non-Disc.$24.1M
Employees5
Clients0