Patrick Wallace
Covington Investment Advisors · Ligonier, Pennsylvania
Patrick Wallace is a fee-only financial advisor at Covington Investment Advisors in Ligonier, Pennsylvania. Patrick focuses on retirement planning. Covington Investment Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Covington Investment Advisors |
|---|---|
| Based in | Ligonier, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $885.9M across 639 accounts |
| SEC registration | Investment adviser representative in FL, PA, TX · CRD 4667283 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.covingtoninvestment.com |
How Patrick's firm compares
- Covington Investment Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 639 accounts).
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Questions about Patrick
Is Patrick Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Covington Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Covington Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Wallace based?
Patrick Wallace is based in Ligonier, Pennsylvania.
What does Patrick specialize in?
Patrick's specialties include retirement planning.
Is Patrick Wallace registered with the SEC?
Yes. Patrick Wallace is registered as an investment adviser representative in FL, PA and TX (CRD 4667283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covington Investment Advisors manage?
Covington Investment Advisors reports $885.9M across 639 accounts in assets under management.
How do I contact Patrick Wallace?
Through Patrick's website, www.covingtoninvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Covington Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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