COVENANT WEALTH ADVISORS

Legal name: FONVILLE WEALTH MANAGEMENT LLC

CRD 155221File 801-114868

APPROVED

Retail clients

Custody

Filing as of May 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$909.6M

Above cohort median (national)

Discretionary AUM

$890.2M

Non-discretionary $19.5M

Clients

523

1,890 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 22, 2019
Principal office: 8001 FRANKLIN FARMS DRIVE, RM 208, RICHMOND, VA, 23229
Phone: (804) 729-5265
Website: https://www.facebook.com/covenantwealthadvisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $909.6M
Discretionary AUM: $890.2M
Non-discretionary AUM: $19.5M
Discretionary accounts: 1,845
Non-discretionary accounts: 45
Total accounts: 1,890
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	280	$783.5M
Pension and profit sharing plans	Fewer than 5	$3.3M
Individuals (other than high net worth individuals)	242	$122.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.