Company Performance Metrics
In February 2010, Covenant opened its doors in San Antonio with fourteen team members who were passionate about executing their mission of unburdening clients from the daily cares of financial management. In 2012, Covenant expanded its presence into North Texas with the opening of their Dallas office and the addition of three team members focused
on serving their metroplex clients and growing the Covenant brand. Later that year, they added team members in Austin, and ultimately, established their presence in Oklahoma in 2015 with the acquisition of their team in Oklahoma City.
While Covenant’s legacy has been primarily serving corporate executives and business owners, today, they work with a wide variety of clients – both individuals and institutions. Besides broadening their service offering, they have also broadened their talented team to 37 experienced advisors and support personnel across their four offices.
