Covington Capital Management was founded in 2004 as an independent and employee-owned investment advisor. The company was formed with the goal of creating a firm whose interests are aligned with those of our clients. We are now one of the largest privately-owned investment management firms in Southern California and manage in excess of $2.5 billion as of December 31, 2017. Our success is measured by helping to ensure our clients meet their long-term objectives.
We typically provide investment management and fiduciary services for individuals, families, trusts, family offices, foundations, and non-profits with investable assets exceeding $2 million.