Adam Kenneth Smith

Employer firm

Covenant Wealth Advisors CRD 155221

$910M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 12/2023
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 01/2018 → 12/2023
  Acorn Financial Services
  Reston, VA
• 05/2017 → 12/2017
  Glassman Wealth Services
  Vienna, VA
• 10/2014 → 05/2017
  Acorn Financial Services
  Reston, VA
• 12/2023 → Present
  Covenant Wealth Advisors
  Richmond, VA

Previous Registrations

• 2019-10-30 → 2023-12-21
  Acorn Financial Advisory Services, Inc.
  Reston, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-30

Designations

• Certified Financial Planner

Other Names

• Adam Kenneth Smith
• Adam K Smith