First Covenant Trust and Advisors

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

801C Sunset Dr # 100, Johnson City, Tenn...

Phone Number

(423) 232-0456

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About First Covenant Trust and Advisors

First Covenant Trust and Advisors offers personal, caring, and professional trust and planning services for families seeking peace of mind and secure legacy management. Their services include trust administration, estate settlement, special needs planning, and family office support, specifically targeting high net worth individuals and families. The firm prides itself on providing objective guidance and tax efficiency while safeguarding clients' legacies. With a team of experienced professionals, they ensure that beneficiaries are treated with empathy and that clients' wishes are honored.Explore more
First Covenant Trust and Advisors's Social MediaPopular SearchesFirst Covenant Trust and AdvisorsCovenant TrustFirst Covenant Trust and Advisors LLCFirst Covenant Trust & AdvisorsAdvisors LLCSIC Code 60,609NAICS Code 52,523Show more

First Covenant Trust and Advisors Org Chart

Clay Hixson, Chief Executive Officer at First Covenant Trust and Advisors
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Chief Executive Officer

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Counsel & Trust Associate & Officer

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PM
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Trust Administrator

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Trust Administrator

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Compliance Intern

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Compare Similar Companies to First Covenant Trust and Advisors

Compare insights from companies similar to First Covenant Trust and Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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Funding

Founded In

Top Executive

First Covenant Trust and ...

<$5M
1-10
Private
-
2011
$15.5M
11-50
Private
<$5M
2015
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2002
GM
Gina MeadorOffice Manager
<$5M
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Private
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1979
Joseph Dowling, Chief Executive Officer & Chairman at The Dowling Group
Joseph DowlingCEO & Chairman
<$5M
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Private
-
2011
N/A
<$5M
11-50
Private
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2005
AJ
Aaron JohnsonClient Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

First Covenant Trust and Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

First Covenant Trust and Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about First Covenant Trust and Advisors.

First Covenant Trust and Advisors Tech Stack

A closer look at the technologies used by First Covenant Trust and Advisors

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Frequently Asked Questions Regarding First Covenant Trust and Advisors

What is First Covenant Trust and Advisors's official website?
First Covenant Trust and Advisors's official website is www.covenanttrustllc.com
What is First Covenant Trust and Advisors's Revenue?
First Covenant Trust and Advisors's revenue is <$5 Million
What is First Covenant Trust and Advisors's SIC code?
First Covenant Trust and Advisors's SIC: 60,609
What is First Covenant Trust and Advisors's NAICS code?
First Covenant Trust and Advisors's NAICS: 52,523
How many employees does First Covenant Trust and Advisors have?
First Covenant Trust and Advisors has 1-10 employees
What industry does First Covenant Trust and Advisors belong to?
First Covenant Trust and Advisors is in the industry of: Finance, Securities Trading
What is First Covenant Trust and Advisors competition?
First Covenant Trust and Advisors top competitors include: Fountainhead Wealth, Family Office Services, The Dowling Group, Meador Financial
What technology does First Covenant Trust and Advisors use?
Some of the popular technologies that First Covenant Trust and Advisors uses are: Google Cloud Web Serving, Google Cloud Platform, DNS Made Easy, Google Workspace
How do I contact First Covenant Trust and Advisors?
First Covenant Trust and Advisors contact info: Phone number: (423) 232-0456 Website: www.covenanttrustllc.com
What does First Covenant Trust and Advisors do?

First Covenant Trust and Advisors offers personal, caring, and professional trust and planning services for families seeking peace of mind and secure legacy management. Their services include trust administration, estate settlement, special needs planning, and family office support, specifically targeting high net worth individuals and families. Th... e firm prides itself on providing objective guidance and tax efficiency while safeguarding clients' legacies. With a team of experienced professionals, they ensure that beneficiaries are treated with empathy and that clients' wishes are honored.Read More

What are First Covenant Trust and Advisors social media links?
First Covenant Trust and Advisors Linkedin page First Covenant Trust and Advisors Twitter page First Covenant Trust and Advisors Facebook page
Is First Covenant Trust and Advisors a public company?
First Covenant Trust and Advisors is private company therefore does not currently have an official ticker symbol
See more information about First Covenant Trust and Advisors

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