AB
Aidan Banner
COVENANT WEALTH ADVISORS
RICHMOND, VA 23229
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CRD#: 8021546
AB
Professional summary
Aidan Banner is a registered financial advisor currently at COVENANT WEALTH ADVISORS located in Richmond, Virginia.
Aidan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aidan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aidan Banner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2025 - Present
COVENANT WEALTH ADVISORS
Office #1: 8001 Franklin Farms Drive Rm 208, Richmond, VA 23229RIA
CRD#: 155221
RICHMOND, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COVENANT WEALTH ADVISORS
COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT
CRD#: 155221 / SEC#: 801-114868
RIA
Registered Investment Advisory firm - (3/22/2019 Approved)California
Registered Investment Advisory firm - (5/3/2019 Terminated)Texas
Registered Investment Advisory firm - (4/3/2019 Terminated)Virginia
Registered Investment Advisory firm - (4/8/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(1/3/2025)
Current Firm
CW
COVENANT WEALTH ADVISORS
COVENANT WEALTH ADVISORS | FONVILLE WEALTH MANAGEMENT LLC | FONVILLE WEALTH MANAGEMENT
CRD#: 155221 / SEC#: 801-114868
RIA
Registered Investment Advisory firm - (3/22/2019 Approved)California
Registered Investment Advisory firm - (5/3/2019 Terminated)Texas
Registered Investment Advisory firm - (4/3/2019 Terminated)Virginia
Registered Investment Advisory firm - (4/8/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8001 Franklin Farms Drive Rm 208, Richmond, VA 23229
Mailing Address
Phone number
(804) 729-5265
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,567 |
| AUM (Assets Under Management) | $ 653,008,459 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/11/2025 | ||
| 08/26/2024 | ||
| 03/20/2024 | ||
| 02/03/2023 | ||
| 10/11/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COVENANT WEALTH ADVISORS
CRD#: 155221Richmond, VA 23229TRUST BUT VERIFY
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