COVENANT FINANCIAL Overview

Covenant Financial Services Llc is an investment advisor that manages 159.2 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.

COVENANT FINANCIAL StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

COVENANT FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DVN 100% Energy 8.48% -0.18% 0 9%
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FEATURED IN
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COVENANT FINANCIAL Founders and Key Employees

Name Title In Position Since
Stephen E. Shafer Member/Manager/Chief Investment Officer/Chief Compliance Officer January-2007
Jonathan N. Kuhlman Chief Operating Officer October-2014
Scott R. Duncan Senior V.P. Of Advanced Planning January-2007
Raquel M. Renfro Vice President Investor Relations April-2014

COVENANT FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

COVENANT FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss …………….. 11

Methods of Analysis ………………………………………………………… 11



CARTOGRAPHER – FORM ADV Part 2A 3
Investment Strategies …………………………………………………. 12

Risk of Loss …………………………………………………………………… 13

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COVENANT FINANCIAL Portfolio Concentration

COVENANT FINANCIAL Location

210 PARK AVENUE
SUITE 3000
OKLAHOMA CITY, Oklahoma
UNITED STATES, 73102

COVENANT FINANCIAL Contact Information

Phone Number: 405-848-6999
Fax Number: 405-848-6953
Website:

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