Ronald Covington
Ronald Covington is a registered investment advisor at Capital Analysts, based in Ft. Wayne, IN, with 41 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
Ft. Wayne, IN
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2018Regulatory
May 2013Regulatory
December 2012Employment Separation After Allegations
November 2010Customer Dispute
December 2008Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Ronald owns rental properties, serves on the board of his HOA and a faith-based retreat center, and volunteers for a homeless shelter. He also works as an insurance agent, replacing life insurance policies, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.