Member · DAI Wealth, LLC
Craig M. Covington
CRD 4232546 · Named on Form ADV at 2 SEC-registered advisers
At a glance
DAI Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $330 million in regulatory assets, lists Craig M. Covington on its Form ADV as Member, a control person. The SEC filings also name Craig at 1 other registered adviser.
Firms and roles
- DAI Wealth, LLCMemberWealth manager · Atlanta, GA · $330M in regulatory assets
- Discipline Strategies Management, LPLimited Partner; Management Team MemberAsset manager · Atlanta, GA · $0M in regulatory assets
AtlasMembers
Craig’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Joseph G. MichaletzPresident/chief Executive Officer, DAI Wealth, LLC
- Christine E. MichaletzVp/secretary/treasurer, DAI Wealth, LLC
- Ernest G. StraussChief Compliance Officer, DAI Wealth, LLC
- Matthew A. IngberChief Operating Officer, DAI Wealth, LLC
- Candace BrownVP, Compliance Officer, DAI Wealth, LLC
3 more people named with Craig on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.