Covenant Multi-Family Offices LLC
Legal Name: COVENANT MULTI-FAMILY OFFICES, LLC
Full Contact Details
Covenant Multi-Family Offices LLC
18756 STONE OAK PARKWAY; SUITE 102, SAN ANTONIO, TX
210-403-5350
210-403-8450
Other Info
Covenant Multi-Family Offices LLC, a Texas-based limited liability company, boasts a team of 28 employees with 15 advisors and serves 67 clients. The firm has received SEC approval, and its registration dates back to January 2010.
Covenant is now CAPTRUST
CAPTRUST advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.
Direct Owners
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BARRON DEAN BEAL
MEMBER owns more than 5% but less than 10%
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EDWARD EARL WHITACRE
MEMBER owns more than 10% but less than 25%
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JOHN DUGGAN EADIE
MANAGING MEMBER owns more than 50% but less than 75%
-
JUSTIN JOSEPH PAWL
CHIEF INVESTMENT OFFICER owns less than 5%
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KRISTINA [NMI] CRAIG
CHIEF FINANCIAL OFFICER owns less than 5%
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REBECCA ANNE CROWDER
CHIEF COMPLIANCE OFFICER owns less than 5%
Custodians
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FIDELITY BROKERAGE SERVICES LLC
United States
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