AdFi
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Covington Investment Advisors, Inc.

SEC Registered

Building a customized solution to help you achieve your goals.

Assets Under Management
$500M–$1B
Year Founded
2003
Office Locations
1 office
Total Accounts
639

About the firm

Covington Investment Advisors, Inc. is an investment advisory firm that provides comprehensive wealth management services. Founded in 2003, Covington is a fee-only independent Federally Registered Investment Advisor located in the beautiful Laurel Highlands region in Ligonier, Pennsylvania.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Areas of expertise

Investment ManagementRetirement PlanningLife Transition PlanningEstate Planning401K AdministrationAsset ManagementWealth ManagementFee-only

Services

Investment management, retirement planning, life transition planning, estate planning, and 401K administration/asset management services.

Retirement PlanningInvestment ManagementEstate Planning

Who they serve

Individuals planning for retirement and businesses setting up 401K plans.

Leadership

Patrick R. Wallace
PRESIDENT
Dtd The Patrick R. Wallace Revocable Trust
OWNER
Cindy Jones
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
PA
LigonierHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#127270
SEC Number
801-62139
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM

Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Covington Investment Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Covington Investment Advisors in Ligonier, PA - Firm Profile