Ronald Covington
Ronald Covington is a registered investment advisor at Capital Analysts, based in Ft. Wayne, IN, with 41 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
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.
Exams
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