Aidan Banner
Investment adviser representative at Covenant Wealth Advisors
12 yearsExperience
1 stateRegistered in
$909.6MFirm assets
7 yearsFirm in business
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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 AdvisorsAug 2024 to now
- Boyd Watterson Asset Management, LLCJul 2022 to Jul 2024
- First Watch Restaurants, IncSep 2021 to Jun 2022
- Swenson's Drive-in RestaurantsJul 2019 to Aug 2021
- UnemployedSep 2018 to Jun 2019
- Marc Glassman Inc.Feb 2018 to Aug 2018
- UnemployedMay 2017 to Jan 2018
- Lcp Enterprises, LLCAug 2016 to Apr 2017
- Stow-munroe Falls High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 8021546
- Firm CRD
- 155221