COVEY & COVEY

COVEY, KATHLEEN ANN

CRD 135454

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-05-18

Disciplinary history

Services

Financial planningEducational seminars

Type	Clients	AUM
Individuals	20	$0

Official SEC filing: View on IAPD