Samuel
Martin

Covenant Partners, LLC

CRD#6574185
Investment Advisor
in Nashville, TN

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About this Advisor

Samuel Martin is a financial advisor based in Nashville, Tennessee, working with Covenant Partners, LLC. Samuel has previously held positions at Covenant Partners, LLC, Callan, LLC, Lcg Associates, University Of Tennessee, and Tight Line Adventures. Samuel is registered to provide services in Tennessee. Currently, Samuel is part of Covenant Partners, LLC, which operates out of Nashville, Tennessee. The firm has 14 employees and manages assets totaling $944.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Covenant Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3811 Bedford Avenue Suite 201
Nashville, TN 37215

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Covenant Partners, LLC Brokerage Details

Total Assets Under Management

$944,026,042

TN Average: $730,596,643
Total Number of Employees

14

TN Average: 15
Total Number of Accounts

911

TN Average: 968
Average Account Size

$1,036,253

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Samuel Martin Work History

2021 - Present (3 years)

Covenant Partners, LLC

2020 - 2021 (1 year)

Callan, LLC

2018 - 2020 (2 years)

Lcg Associates

2016 - 2018 (2 years)

Lcg Associates

2016 - 2016 (< 1 year)

Tight Line Adventures

2012 - 2016 (4 years)

University Of Tennessee

Disclosures

Please visit the SEC profile of Samuel Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Covenant Partners, LLC

Jennifer Anderson
Nashville, TN
Serena Slaughter
Nashville, TN
Samuel Martin
Nashville, TN
Andrew Wood
Nashville, TN
Todd Glisson
Nashville, TN
John Link
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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