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2016-2017

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2012-2017

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2014-2017

America's Top 1,200
Financial Advisors: No. 14 in Texas

Barron's

2015-2017

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Dallas Business Journal
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2016, 2017

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San Antonio Business Journal
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2012, 2013, 2016, 2017

Corporate Philanthropy & Nonprofit Award

San Antonio Business Journal

2016

Top Wealth Manager in Dallas

D Magazine

2015-2017

Top Money Management Firms in San Antonio

San Antonio Business Journal

2016

Due Diligence/Research Manager All-Star Team

Financial Advisor

2013

Top 100 Independent
Financial Advisors

Barron's

2012, 2013

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Texas Monthly

2011-2016

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2012

Top 100 Wealth Advisor

Worth Magazine

The Fast Movers Top 20

Investment News

2011

Leading Wealth Advisor

Family Office Exchange (FOX)

Top 50 Fastest Growing RIA Firms

Investment News

2010

Jun
2016

Covenant named one of 2016 Financial Times 300 Top RIA

The Financial Times 300 Top Registered Investment Advisers list recognizes top independent RIA firms from across the U.S. This is the third annual FT 300 list, and Covenant has been named each year. Applicants were graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm's advisors, online accessibility, and compliance records.

May
2016

Covenant named one of San Antonio Business Journal's Best Places to
Work in 2016

A total of 60 companies, including Covenant, will be recognized this year during an awards luncheon on July 14 at the Norris Conference Center and featured in the next day's issue of the Business Journal.

Apr
2016

Covenant taps new Director of Business Development

As Covenant’s new director of business development, Jeff Gerold is charged with harnessing his special expertise in philanthropic advisory, as well as his two decades’ worth of financial planning experience, to further Covenant’s mission of unburdening families from the complexities of financial decisions.

Mar
2016

John Eadie named to Barron's 2016 Top Advisors List

For the second consecutive year, Covenant founder and managing director, John Eadie, has been ranked in Barron's America's Top 1,200 Financial Advisors. He moved up to No. 14 financial advisor in Texas and remains No. 1 in San Antonio.

Mar
2015

John Eadie named to Barron's 2015 Top Advisors List

Covenant founder and managing director, John Eadie, has been ranked by Barron's as the No. 15 ranked financial advisor in Texas and No. 1 in San Antonio.

Feb
2015

Covenant expands wealth management firm to Oklahoma City

Covenant expands its growing wealth management company to four locations, with current offices in Dallas, San Antonio, Austin and now Oklahoma City.

Dec
2014

Covenant opens office in Austin, Texas

With offices located in San Antonio and Dallas, Covenant opens its third office in Austin, bringing aboard Stefan Whitwell as a Wealth Advisor.

Nov
2014

John Keeton Recognized by University of Houston

John has an MS in finance from the University of Houston where he graduated with honors, receiving the top student award in the MS finance program. The University of Houston recently recognized John's accomplishments in a story published in Inside Bauer: From Teenage Investor to High-Wealth Manager.

Sep
2014

Justin Pawl appointed to the Briscoe Western Art Museum Board of Directors

Covenant Partner and Chief Investment Officer, Justin Pawl, has been appointed to the Briscoe Western Art Museum Board of Directors and will also serve on the Finance Committee.

Mar
2014

Brian Garrison elected to Board of Directors for SpawGlass

Covenant Chief Compliance Officer and Chief Operating Officer, Brian Garrison, has been elected to serve on the Board of Directors for SpawGlass. The commercial construction company is based in San Antonio with offices in major cities throughout Texas.

Sep
2013

Financial Advisor magazine selects Justin Pawl and Tom Villalta to Due Diligence/Research Manager All-Star Team

Covenant CIO, Justin Pawl, and Director of Investment Research, Tom Villalta, were one of three teams selected this year by Financial Advisor magazine for their 2013 Due Diligence/Research Manager All-Star Team.

Sep
2013

John Eadie appointed Chairman of the Board of Trustees for the San Antonio Museum of Art

With over 10 years of service on the SAMA board as chairman of its finance committee, Covenant Founder John Eadie has been appointed to serve as Chairman of the Board of Trustees.

Aug
2013

Covenant again named to Barron's list of Top 100 Independent Financial Advisors

For consecutive years, Barron's, the Dow Jones Business and Financial weekly, has named Covenant one of the nation’s “Top 100 Independent Financial Advisors”.

Jun
2013

John Eadie appointed to Berry College Board of Trustees

Covenant founder John Eadie has been selected to serve on the Board of Trustees for Berry College in Rome, Georgia. A graduate of Berry’s accounting program, John has previously served the college as a member of the Board of Visitors. He currently serves on the board of trustees for the San Antonio Museum of Art and is chairman of its finance committee. He also serves as a member of the advisory committee for San Antonio Metropolitan Ministries (SAMM).

Jun
2013

Infovest21 interviews Justin Pawl on the role of hedge funds in client portfolios

Covenant CIO Justin Pawl is interviewed in Infovest21's monthly Investor Focus publication.

May
2013

John Eadie again named Five Star Wealth Manager

For the third consecutive year, independent research group Five Star Professional has named John Eadie a recipient of the Five Star Wealth Manager award.

May
2013

Covenant sponsors San Antonio golf event to support fight against homelessness

Covenant has again sponsored NuStar’s Seventh Annual NuHope Golf Classic, a tournament and fundraiser for the fight against homelessness in San Antonio.

Apr
2013

Harriet Helmle named 2013 Legacy Award Honoree at Women Business Leaders Awards

Covenant Director of Client Relations Harriet Helmle received the 2013 Legacy Award at the annual Women Business Leader Awards luncheon held at the Westin Riverwalk.

Nov
2012

Covenant’s family office approach featured in Business Journal

The term family office is often used interchangeably with wealth management. Covenant founder John Eadie and Director of Client Relations Harriet Helmle explain how the family office takes a more holistic and comprehensive approach to working with wealthy families in “Minding Your Money”, a special report published in the Personal Finance: Money Management section of the San Antonio Business Journal.

Oct
2012

Covenant supports local charities with second annual chili cook-off event

Covenant organized and hosted the 2nd annual Chili Cook-Off & Tailgate event outside Cowboys Dance Hall, bringing together 24 teams to claim their chili cook-off bragging rights.

Sep
2012

Covenant opens Dallas office

Marking a significant milestone in its long-term growth strategy, Covenant expanded its footprint to Dallas and opened a new office.

Sep
2012

Barron’s names Covenant a Top 100 Independent Financial Advisor

Barron’s, the Dow Jones Business and Financial weekly, named Covenant one of the nation’s “Top 100 Independent Financial Advisors”.

Aug
2012

Covenant CIO discusses manager selection in Gatekeeper IQ article

Gatekeeper IQ interviews Covenant CIO Justin Pawl on the topic of manager selection.

May
2012

John Eadie named 2012 Five Star Wealth Manager

Independent research group Five Star Professional named John Eadie a recipient of the 2012 Five Star Wealth Manager award. Five Star Professional partnered with Texas Monthly to conduct research to identify a select group of wealth managers who are “exceptional in both their ability and their commitment to overall client satisfaction.” Candidates were evaluated based on the results of a survey sent to high net worth households and 7,500 financial services professionals. Candidates were also reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. Fewer than 3 percent of the 14,000 wealth managers in the Austin, San Antonio and Central Texas region were selected.

Oct
2011

Covenant hosts first annual Stone Oak chili cook-off

Covenant organized and hosted the first annual Stone Oak Chili Cook Off and Tailgate event, a private fundraiser benefitting San Antonio children’s charities. The event challenged 24 teams to demonstrate their culinary mastery of chili making in a fun-filled outdoor setting that featured food and refreshment booths, college football on Texas-sized big screens and celebrity judges, including former San Antonio Spur David Robinson. Covenant raised nearly $50K for San Antonio Youth Literacy’s “Let’s Read!” Program and Any Baby Can.