Adam Kenneth Smith
Investment adviser representative at Covenant Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$909.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Covenant Wealth AdvisorsDec 2023 to now
- Acorn Financial Advisory Services, Inc.Sep 2019 to Dec 2023
- Acorn Financial ServicesJan 2018 to Dec 2023
- Glassman Wealth ServicesMay 2017 to Dec 2017
- Acorn Financial ServicesOct 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Covenant Wealth Advisors
Legal name: Fonville Wealth Management LLC
$909.6MAssets managed
523Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5738252
- Firm CRD
- 155221